EdgeRock Capital’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
2026
Q1
$728K Hold
7,846
0.2% 51
2025
Q4
$739K Hold
7,846
0.2% 52
2025
Q3
$746K Hold
7,846
0.21% 51
2025
Q2
$737K Sell
7,846
-2,140
-21% -$197K 0.23% 46
2025
Q1
$935K Sell
9,986
-62,412
-86% -$5.74M 0.67% 26
2024
Q4
$6.43M Buy
72,398
+5,240
+8% +$481K 4.21% 8
2024
Q3
$6.13M Buy
67,158
+3,371
+5% +$297K 4.31% 7
2024
Q2
$5.36M Sell
63,787
-43,198
-40% -$3.56M 4.15% 7
2024
Q1
$8.94M Sell
106,985
-51
-0% -$4.12K 7.12% 4
2023
Q4
$8.6M Buy
107,036
+21,131
+25% +$1.58M 6.27% 5
2023
Q3
$6.25M Buy
85,905
+8,526
+11% +$636K 3.8% 8
2023
Q2
$5.75M Sell
77,379
-25,659
-25% -$1.88M 2.79% 9
2023
Q1
$7.5M Sell
103,038
-10,354
-9% -$744K 3.85% 8
2022
Q4
$8.18M Sell
113,392
-19,182
-14% -$1.37M 4.56% 8
2022
Q3
$8.76M Buy
132,574
+31,248
+31% +$2.25M 4.99% 5
2022
Q2
$7.11M Buy
+101,326
New +$7.42M 4.87% 7

Other funds holding USMV