Gladstone Institutional Advisory’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
Q3 | $7.29M | Sell |
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|
2025
Q2 | $7.35M | Sell |
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|
2025
Q1 | $7.48M | Sell |
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|
2024
Q4 | $7.78M | Sell |
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|
2024
Q3 | $8.62M | Sell |
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|
2024
Q2 | $8.34M | Sell |
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|
2024
Q1 | $8.47M | Sell |
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|
2023
Q4 | $8.14M | Sell |
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|
2023
Q3 | $7.56M | Buy |
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|
2023
Q2 | $7.54M | Sell |
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|
2023
Q1 | $7.45M | Sell |
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|
2022
Q4 | $7.71M | Sell |
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|
2022
Q3 | $7.64M | Sell |
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|
2022
Q2 | $8.27M | Sell |
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|
2022
Q1 | $9.42M | Sell |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $6.7M | Sell |
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|
2021
Q2 | $6.8M | Sell |
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|
2021
Q1 | $7.33M | Sell |
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|
2020
Q4 | $8.4M | Sell |
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|
2020
Q3 | $8.73M | Sell |
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|
2020
Q2 | $8.39M | Sell |
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|
2020
Q1 | $7.97M | Buy |
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|
2019
Q4 | $7.96M | Buy |
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|
2019
Q3 | $7.51M | Buy |
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|
2019
Q2 | $6.08M | Sell |
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|
2019
Q1 | $6.27M | Buy |
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|
2018
Q4 | $5.01M | Buy |
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