Dynasty Wealth Management’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
Q3 | $120M | Buy |
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|
2025
Q2 | $110M | Sell |
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2025
Q1 | $112M | Sell |
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|
2024
Q4 | $107M | Buy |
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|
2024
Q3 | $101M | Buy |
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|
2024
Q2 | $86.6M | Buy |
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|
2024
Q1 | $83M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $520K | Buy |
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|
2018
Q2 | $420K | Hold |
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|
2018
Q1 | $410K | Buy |
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|
2017
Q4 | $414K | Buy |
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