Family Management’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 | $3.09M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $5.51M | Sell |
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|
2024
Q1 | $5.63M | Sell |
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|
2023
Q4 | $6.22M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $9.51M | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $15.7M | Sell |
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|
2021
Q3 | $14.9M | Sell |
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|
2021
Q2 | $18.2M | Sell |
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|
2021
Q1 | $19.7M | Buy |
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|
2020
Q4 | $187K | Buy |
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