Freestone Capital Holdings’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 | $615K | Sell |
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2025
Q1 | $683K | Sell |
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2024
Q4 | $651K | Sell |
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2024
Q3 | $782K | Sell |
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2024
Q2 | $804K | Sell |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $820K | Sell |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $946K | Sell |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.42M | Buy |
|