Gries Financial’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 | $1.31M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $2.43M | Sell |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $4.06M | Sell |
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|
2023
Q2 | $6.64M | Sell |
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|
2023
Q1 | $7.65M | Buy |
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|
2022
Q4 | $5.03M | Sell |
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|
2022
Q3 | $4.65M | Buy |
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|
2022
Q2 | $4.2M | Buy |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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