ESL Trust Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $95.1K | Hold |
1,013
| – | – | 0.02% | 97 |
|
2025
Q1 | $94.9K | Hold |
1,013
| – | – | 0.02% | 97 |
|
2024
Q4 | $89.9K | Buy |
1,013
+399
| +65% | +$35.4K | 0.02% | 102 |
|
2024
Q3 | $56.1K | Hold |
614
| – | – | 0.01% | 56 |
|
2024
Q2 | $51.6K | Hold |
614
| – | – | 0.01% | 60 |
|
2024
Q1 | $51.3K | Buy |
+614
| New | +$51.3K | 0.01% | 56 |
|