Financial Management Network’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 | $586K | Buy |
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|
2025
Q2 | $579K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $535K | Sell |
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|
2024
Q3 | $560K | Sell |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $584K | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $986K | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.77M | Buy |
|