Edgestream Partners’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
$259K Sell
2025
Q1
$345K Buy
2024
Q4
Sell
2024
Q3
$304K Sell
2024
Q2
$975K Buy
2024
Q1
Sell
2023
Q4
$648K Sell
2023
Q3
$1.26M Buy