Glass Jacobson Investment Advisors’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 | $534K | Sell |
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|
2025
Q2 | $528K | Hold |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $454K | Hold |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $447K | Buy |
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|
2022
Q4 | $567K | Buy |
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