Greenleaf Trust’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 | $507K | Sell |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $499K | Buy |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $855K | Buy |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $769K | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $772K | Hold |
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|
2016
Q2 | $786K | Hold |
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|
2016
Q1 | $747K | Buy |
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