Dorsey & Whitney Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
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|
2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $666K | Hold |
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|
2023
Q4 | $621K | Hold |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $520K | Sell |
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|
2022
Q3 | $548K | Hold |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $630K | Sell |
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|
2021
Q4 | $748K | Buy |
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|
2021
Q3 | $628K | Buy |
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|
2021
Q2 | $480K | Hold |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $442K | Hold |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $552K | Hold |
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|
2019
Q4 | $670K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $268K | Hold |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $244K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $237K | Buy |
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