Financial Perspectives’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 | $117K | Buy |
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|
2025
Q2 | $112K | Buy |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $84.7K | Buy |
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|
2024
Q3 | $77.8K | Buy |
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|
2024
Q2 | $64.8K | Sell |
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|
2024
Q1 | $67.5K | Buy |
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|
2023
Q4 | $42K | Buy |
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|
2023
Q3 | $33K | Buy |
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|
2023
Q2 | $33.2K | Buy |
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|
2023
Q1 | $32.4K | Buy |
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|
2022
Q4 | $31.9K | Buy |
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|
2022
Q3 | $28.7K | Sell |
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|
2022
Q2 | $38.8K | Sell |
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|
2022
Q1 | $46.2K | Buy |
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|
2021
Q4 | $47.7K | Buy |
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|
2021
Q3 | $35.1K | Buy |
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|
2021
Q2 | $26.1K | Sell |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q4 | $30.4K | Buy |
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|
2020
Q3 | $11.9K | Hold |
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|
2020
Q2 | $11.3K | Buy |
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|
2020
Q1 | $9.99K | Buy |
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|
2019
Q4 | $11.7K | Buy |
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