Golden State Wealth Management’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 | $2.78M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2022
Q1 | $5.5M | Sell |
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|
2021
Q4 | $7.61M | Buy |
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|
2021
Q3 | $6.91M | Buy |
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|
2021
Q2 | $6.69M | Buy |
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|
2021
Q1 | $673K | Sell |
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|
2020
Q4 | $973K | Buy |
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|
2020
Q3 | $827K | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $856K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.6M | Sell |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $2.15M | Buy |
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