Goldstein 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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $982K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $985K | Buy |
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|
2023
Q3 | $897K | Hold |
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|
2023
Q2 | $921K | Buy |
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|
2023
Q1 | $901K | Hold |
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|
2022
Q4 | $893K | Buy |
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