Granite Bay 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
Q3 | $649K | Buy |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $30.7M | Sell |
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|
2023
Q3 | $33.4M | Buy |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $877K | Buy |
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|
2022
Q2 | $706K | Buy |
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|
2022
Q1 | $779K | Sell |
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|
2021
Q4 | $991K | Buy |
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