GT
Glenview Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
6,390
+425
| +7% | +$39.9K | 0.01% | 352 |
|
|
2025
Q1 | $559K | Buy |
5,965
+634
| +12% | +$59.4K | 0.01% | 343 |
|
|
2024
Q4 | $473K | Sell |
5,331
-452
| -8% | -$40.1K | 0.01% | 363 |
|
|
2024
Q3 | $528K | Sell |
5,783
-1,820
| -24% | -$166K | 0.01% | 351 |
|
|
2024
Q2 | $638K | Sell |
7,603
-1,943
| -20% | -$163K | 0.01% | 310 |
|
|
2024
Q1 | $798K | Buy |
9,546
+368
| +4% | +$30.8K | 0.02% | 280 |
|
|
2023
Q4 | $716K | Buy |
9,178
+5,546
| +153% | +$433K | 0.02% | 288 |
|
|
2023
Q3 | $263K | Sell |
3,632
-2,192
| -38% | -$159K | 0.01% | 400 |
|
|
2023
Q2 | $433K | Buy |
+5,824
| New | +$433K | 0.01% | 339 |
|
|
2022
Q3 | – | Sell |
-2,925
| Closed | -$205K | – | 416 |
|
|
2022
Q2 | $205K | Hold |
2,925
| – | – | 0.01% | 396 |
|
|
2022
Q1 | $227K | Hold |
2,925
| – | – | 0.01% | 395 |
|
|
2021
Q4 | $237K | Hold |
2,925
| – | – | 0.01% | 389 |
|
|
2021
Q3 | $215K | Hold |
2,925
| – | – | 0.01% | 385 |
|
|
2021
Q2 | $215K | Hold |
2,925
| – | – | 0.01% | 390 |
|
|
2021
Q1 | $202K | Sell |
2,925
-870
| -23% | -$60.1K | 0.01% | 385 |
|
|
2020
Q4 | $258K | Buy |
+3,795
| New | +$258K | 0.01% | 314 |
|
|
2020
Q1 | – | Sell |
-3,277
| Closed | -$215K | – | 343 |
|
|
2019
Q4 | $215K | Buy |
+3,277
| New | +$215K | 0.01% | 327 |
|