Fiduciary Group’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 | $805K | Hold |
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|
2025
Q1 | $804K | Hold |
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|
2024
Q4 | $762K | Hold |
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|
2024
Q3 | $783K | Hold |
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|
2024
Q2 | $720K | Hold |
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|
2024
Q1 | $717K | Hold |
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|
2023
Q4 | $669K | Hold |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $638K | Hold |
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|
2023
Q1 | $624K | Hold |
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|
2022
Q4 | $619K | Hold |
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|
2022
Q3 | $622K | Hold |
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|
2022
Q2 | $641K | Hold |
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|
2022
Q1 | $607K | Hold |
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|
2021
Q4 | $694K | Hold |
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|
2021
Q3 | $666K | Hold |
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|
2021
Q2 | $654K | Hold |
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|
2021
Q1 | $617K | Hold |
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|
2020
Q4 | $583K | Hold |
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|
2020
Q3 | $547K | Hold |
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|
2020
Q2 | $520K | Buy |
|