GEM Asset Management’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
Q4 | $552K | Hold |
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|
2025
Q3 | $559K | Hold |
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|
2025
Q2 | $550K | Hold |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $529K | Hold |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $425K | Hold |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $423K | Buy |
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