Forte Asset Management’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
$523K Hold
2025
Q1
$522K Hold
2024
Q4
$495K Hold
2024
Q3
$509K Hold
2024
Q2
$468K Hold
2024
Q1
$466K Hold
2023
Q4
$435K Buy
2022
Q4
Sell
2022
Q3
$2.01M Buy
2022
Q2
$1.78M Buy