Geneos Wealth 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
Q2 | $52.6M | Sell |
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|
2025
Q1 | $113M | Buy |
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|
2024
Q4 | $49.2M | Buy |
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|
2024
Q3 | $50.1M | Buy |
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|
2024
Q2 | $45.8M | Buy |
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|
2024
Q1 | $43.6M | Buy |
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|
2023
Q4 | $40.5M | Sell |
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|
2023
Q3 | $38.1M | Buy |
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|
2023
Q2 | $37.9M | Buy |
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|
2023
Q1 | $36.3M | Buy |
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|
2022
Q4 | $35.7M | Buy |
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|
2022
Q3 | $31.8M | Buy |
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|
2022
Q2 | $29.8M | Sell |
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|
2022
Q1 | $35.7M | Sell |
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|
2021
Q4 | $41.9M | Sell |
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|
2021
Q3 | $38.8M | Buy |
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|
2021
Q2 | $38.5M | Sell |
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|
2021
Q1 | $51.9M | Sell |
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|
2020
Q4 | $36.7M | Buy |
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|
2020
Q3 | $37.8M | Sell |
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|
2020
Q2 | $36.3M | Buy |
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|
2020
Q1 | $29.3M | Sell |
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|
2019
Q4 | $51.7M | Buy |
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|
2019
Q3 | $45.4M | Buy |
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|
2019
Q2 | $39.4M | Buy |
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|
2019
Q1 | $22.3M | Buy |
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|
2018
Q4 | $14.6M | Buy |
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|
2018
Q3 | $13.9M | Buy |
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|
2018
Q2 | $11M | Buy |
|
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|
2018
Q1 | $7.71M | Buy |
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|
2017
Q4 | $5.62M | Buy |
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|
2017
Q3 | $3.11M | Buy |
|
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|
2017
Q2 | $1.66M | Sell |
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|
2017
Q1 | $1.65M | Buy |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $5.13M | Buy |
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|
2016
Q2 | $4.83M | Buy |
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|
2016
Q1 | $2.75M | Buy |
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