Exchange Bank’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
$599K Hold
2025
Q2
$591K Sell
2025
Q1
$599K Sell
2024
Q4
$586K Sell
2024
Q3
$621K Sell
2024
Q2
$588K Hold
2024
Q1
$585K Sell
2023
Q4
$554K Hold
2023
Q3
$514K Hold
2023
Q2
$528K Buy