Fortis Group Advisors’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 | $1.78M | Sell |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.62M | Buy |
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|
2020
Q3 | $6.99M | Buy |
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