Global Retirement Partners’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 | $4.19M | Buy |
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|
2025
Q2 | $4.12M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $3.27M | Sell |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $4.17M | Sell |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $2.96M | Sell |
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|
2020
Q3 | $3.99M | Sell |
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|
2020
Q2 | $5.19M | Sell |
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|
2020
Q1 | $7.13M | Buy |
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|
2019
Q4 | $7.85M | Buy |
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|
2019
Q3 | $6.6M | Buy |
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|
2019
Q2 | $1.81M | Buy |
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|
2019
Q1 | $365K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2018
Q3 | $375K | Buy |
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|
2018
Q2 | $196K | Buy |
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|
2018
Q1 | $157K | Buy |
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|
2017
Q4 | $144K | Sell |
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|
2017
Q3 | $141K | Sell |
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|
2017
Q2 | $227K | Buy |
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|
2017
Q1 | $212K | Buy |
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|
2016
Q4 | $189K | Buy |
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