GeoWealth 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 | $77.1K | Buy |
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|
2025
Q1 | $71.7K | Buy |
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|
2024
Q4 | $23.9K | Sell |
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|
2024
Q3 | $3.74M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $894K | Sell |
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|
2023
Q4 | $2.97M | Sell |
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|
2023
Q3 | $3.78M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q4 | $3.4M | Buy |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $5.28M | Buy |
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|
2021
Q4 | $3.72M | Sell |
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|
2021
Q3 | $7.17M | Buy |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $3.6M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.57M | Sell |
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|
2019
Q4 | $5.73M | Buy |
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|
2019
Q3 | $488K | Buy |
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|
2019
Q2 | $290K | Buy |
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