Essex Financial Services’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 | $6.91M | Sell |
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|
2025
Q1 | $6.99M | Buy |
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|
2024
Q4 | $6.4M | Sell |
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|
2024
Q3 | $6.75M | Sell |
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|
2024
Q2 | $6.5M | Sell |
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|
2024
Q1 | $6.52M | Buy |
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|
2023
Q4 | $6.02M | Sell |
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|
2023
Q3 | $5.64M | Sell |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $5.93M | Sell |
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|
2022
Q4 | $5.95M | Sell |
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|
2022
Q3 | $5.59M | Sell |
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|
2022
Q2 | $6.05M | Buy |
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|
2022
Q1 | $6.63M | Sell |
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|
2021
Q4 | $6.97M | Sell |
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|
2021
Q3 | $6.55M | Buy |
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|
2021
Q2 | $5.23M | Hold |
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|
2021
Q1 | $5.23M | Buy |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $3.27M | Sell |
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|
2020
Q1 | $3.15M | Buy |
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|
2019
Q4 | $1.94M | Buy |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $985K | Buy |
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|
2019
Q1 | $403K | Sell |
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|
2018
Q4 | $464K | Buy |
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|
2018
Q3 | $393K | Hold |
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|
2018
Q2 | $367K | Sell |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $433K | Hold |
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|
2017
Q3 | $413K | Sell |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.38M | Sell |
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|
2016
Q4 | $2.34M | Sell |
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|
2016
Q3 | $3.15M | Buy |
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|
2016
Q2 | $1.85M | Buy |
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|
2016
Q1 | $502K | Buy |
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|
2015
Q4 | $221K | Buy |
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