FineMark National Bank & Trust’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 | $324K | Sell |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $325K | Hold |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $312K | Hold |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $382K | Sell |
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|
2019
Q2 | $508K | Buy |
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