Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $13.3K | Hold |
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|
2024
Q4 | $12.6K | Hold |
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2024
Q3 | $13K | Hold |
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|
2024
Q2 | $11.9K | Sell |
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|
2024
Q1 | $22.6K | Sell |
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|
2023
Q4 | $27.6K | Sell |
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|
2023
Q3 | $64.6K | Sell |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $85.2K | Sell |
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|
2022
Q4 | $85.4K | Sell |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $185K | Sell |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $10.5K | Hold |
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|
2021
Q2 | $10.5K | Sell |
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|
2021
Q1 | $33K | Sell |
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|
2020
Q4 | $34.8K | Buy |
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|
2020
Q3 | $9.09K | Hold |
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|
2020
Q2 | $8.65K | Sell |
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|
2020
Q1 | $163K | Sell |
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|
2019
Q4 | $440K | Buy |
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