Foundations Investment 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 | $5.77M | Buy |
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|
2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $6.08M | Buy |
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|
2024
Q3 | $6.09M | Buy |
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|
2024
Q2 | $5.31M | Sell |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $22.6M | Sell |
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|
2023
Q2 | $26.9M | Buy |
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|
2023
Q1 | $22.2M | Buy |
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|
2022
Q4 | $16.2M | Buy |
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|
2022
Q3 | $14.7M | Buy |
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|
2022
Q2 | $15.7M | Buy |
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|
2022
Q1 | $15.5M | Buy |
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|
2021
Q4 | $13.2M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $9.94M | Buy |
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|
2021
Q1 | $7.53M | Buy |
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|
2020
Q4 | $3.42M | Buy |
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|
2020
Q3 | $2.38M | Buy |
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|
2020
Q2 | $1.44M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $523K | Buy |
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