GSB 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 | $266K | Buy |
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|
2025
Q2 | $262K | Buy |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $512K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $525K | Buy |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $588K | Buy |
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|
2020
Q4 | $387K | Hold |
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|
2020
Q3 | $363K | Buy |
|