Fermata Advisors’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 | $356K | Hold |
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|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $731K | Buy |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $219K | Buy |
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