Erickson Financial Group’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 | $260K | Sell |
|
|||||
|
2025
Q2 | $265K | Sell |
|
|||||
|
2025
Q1 | $277K | Sell |
|
|||||
|
2024
Q4 | $275K | Sell |
|
|||||
|
2024
Q3 | $287K | Hold |
|
|||||
|
2024
Q2 | $264K | Sell |
|
|||||
|
2024
Q1 | $277K | Hold |
|
|||||
|
2023
Q4 | $259K | Sell |
|
|||||
|
2023
Q3 | $732K | Sell |
|
|||||
|
2023
Q2 | $757K | Sell |
|
|||||
|
2023
Q1 | $751K | Sell |
|
|||||
|
2022
Q4 | $813K | Sell |
|
|||||
|
2022
Q3 | $1.39M | Sell |
|
|||||
|
2022
Q2 | $1.48M | Sell |
|
|||||
|
2022
Q1 | $1.73M | Sell |
|
|||||
|
2021
Q4 | $1.81M | Buy |
|