FRG Family Wealth 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 | $972K | Hold |
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|
2025
Q1 | $970K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.47M | Hold |
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|
2023
Q1 | $1.44M | Hold |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.62M | Hold |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $2.48M | Hold |
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|
2021
Q2 | $2.48M | Sell |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $3.1M | Sell |
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|
2020
Q3 | $3.82M | Sell |
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|
2020
Q2 | $4.51M | Sell |
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|
2020
Q1 | $4.53M | Sell |
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|
2019
Q4 | $5.54M | Buy |
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|
2019
Q3 | $2.42M | Buy |
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