Donor Advised Charitable Giving’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.24M Buy
2022
Q4
$1.03M Buy
2021
Q4
Sell
2021
Q3
$1.28M Hold
2021
Q2
$1.29M Buy
2021
Q1
$1.2M Sell
2020
Q4
$1.22M Sell
2020
Q3
$2.12M Sell
2020
Q2
$2.02M Buy
2020
Q1
$1.6M Hold
2019
Q4
$1.95M Buy
2019
Q3
$1.89M Buy
2019
Q2
$1.73M Buy
2019
Q1
$1.64M Buy