First National 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 | $272K | Hold |
|
|||||
|
2025
Q1 | $271K | Sell |
|
|||||
|
2024
Q4 | $265K | Hold |
|
|||||
|
2024
Q3 | $272K | Hold |
|
|||||
|
2024
Q2 | $251K | Hold |
|
|||||
|
2024
Q1 | $249K | Sell |
|
|||||
|
2023
Q4 | $303K | Hold |
|
|||||
|
2023
Q3 | $281K | Hold |
|
|||||
|
2023
Q2 | $289K | Hold |
|
|||||
|
2023
Q1 | $283K | Sell |
|
|||||
|
2022
Q4 | $280K | Buy |
|
|||||
|
2022
Q3 | $255K | Sell |
|
|||||
|
2022
Q2 | $361K | Hold |
|
|||||
|
2022
Q1 | $398K | Sell |
|
|||||
|
2021
Q4 | $442K | Sell |
|
|||||
|
2021
Q3 | $420K | Sell |
|
|||||
|
2021
Q2 | $627K | Sell |
|
|||||
|
2021
Q1 | $825K | Sell |
|
|||||
|
2020
Q4 | $822K | Buy |
|
|||||
|
2020
Q3 | $744K | Sell |
|
|||||
|
2020
Q2 | $752K | Sell |
|
|||||
|
2020
Q1 | $684K | Sell |
|
|||||
|
2019
Q4 | $904K | Buy |
|
|||||
|
2019
Q3 | $316K | Hold |
|
|||||
|
2019
Q2 | $305K | Sell |
|
|||||
|
2019
Q1 | $330K | Sell |
|
|||||
|
2018
Q4 | $427K | Buy |
|
|||||
|
2018
Q3 | $316K | Hold |
|
|||||
|
2018
Q2 | $295K | Hold |
|
|||||
|
2018
Q1 | $288K | Sell |
|
|||||
|
2017
Q4 | $406K | Sell |
|
|||||
|
2017
Q3 | $473K | Buy |
|
|||||
|
2017
Q2 | $224K | Sell |
|
|||||
|
2017
Q1 | $281K | Sell |
|
|||||
|
2016
Q4 | $306K | Buy |
|