Great Valley Advisor Group’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 | $3.77M | Sell |
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|
2025
Q1 | $4.16M | Sell |
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|
2024
Q4 | $4.08M | Buy |
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|
2024
Q3 | $4.14M | Sell |
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|
2024
Q2 | $3.82M | Sell |
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|
2024
Q1 | $3.84M | Sell |
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|
2023
Q4 | $5.81M | Sell |
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|
2023
Q3 | $5.4M | Sell |
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|
2023
Q2 | $6.28M | Buy |
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|
2023
Q1 | $5.69M | Buy |
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|
2022
Q4 | $5.62M | Buy |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.97M | Sell |
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|
2020
Q4 | $4.12M | Sell |
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|
2020
Q3 | $4.37M | Sell |
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|
2020
Q2 | $5.9M | Buy |
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|
2020
Q1 | $5.09M | Sell |
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|
2019
Q4 | $6.44M | Buy |
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|
2019
Q3 | $5.66M | Buy |
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|
2019
Q2 | $4.72M | Buy |
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|
2019
Q1 | $3.4M | Buy |
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