Fountainhead AM’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
Q3 | $530K | Buy |
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|
2025
Q2 | $521K | Buy |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $488K | Sell |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $638K | Sell |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $704K | Sell |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $810K | Sell |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $708K | Hold |
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|
2021
Q1 | $708K | Sell |
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|
2020
Q4 | $697K | Buy |
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