Goodwin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $3.5M | Sell |
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|
2022
Q2 | $3.74M | Buy |
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|
2022
Q1 | $3.7M | Buy |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $457K | Sell |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $3.23M | Buy |
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