Garrett Wealth Advisory Group’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 | $10.8M | Sell |
|
|||||
|
2025
Q1 | $11M | Sell |
|
|||||
|
2024
Q4 | $10.6M | Sell |
|
|||||
|
2024
Q3 | $10.9M | Buy |
|
|||||
|
2024
Q2 | $9.84M | Sell |
|
|||||
|
2024
Q1 | $10.1M | Sell |
|
|||||
|
2023
Q4 | $9.82M | Sell |
|
|||||
|
2023
Q3 | $9.74M | Sell |
|
|||||
|
2023
Q2 | $10.2M | Sell |
|
|||||
|
2023
Q1 | $10.3M | Sell |
|
|||||
|
2022
Q4 | $10.3M | Sell |
|
|||||
|
2022
Q3 | $9.77M | Sell |
|
|||||
|
2022
Q2 | $12M | Sell |
|
|||||
|
2022
Q1 | $16.3M | Sell |
|
|||||
|
2021
Q4 | $19.7M | Sell |
|
|||||
|
2021
Q3 | $22.8M | Sell |
|
|||||
|
2021
Q2 | $23.2M | Buy |
|
|||||
|
2021
Q1 | $21.3M | Buy |
|
|||||
|
2020
Q4 | $20.1M | Buy |
|
|||||
|
2020
Q3 | $18.3M | Buy |
|
|||||
|
2020
Q2 | $17.3M | Buy |
|
|||||
|
2020
Q1 | $15.1M | Buy |
|
|||||
|
2019
Q4 | $17.8M | Sell |
|
|||||
|
2019
Q3 | $17.9M | Buy |
|
|||||
|
2019
Q2 | $17.1M | Sell |
|
|||||
|
2019
Q1 | $16.4M | Sell |
|
|||||
|
2018
Q4 | $15M | Buy |
|