GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $71.2M | Sell |
|
|||||
|
2023
Q3 | $71M | Sell |
|
|||||
|
2023
Q2 | $76.9M | Sell |
|
|||||
|
2023
Q1 | $79.9M | Sell |
|
|||||
|
2022
Q4 | $80.9M | Buy |
|
|||||
|
2022
Q3 | $59.3M | Sell |
|
|||||
|
2022
Q2 | $63.5M | Sell |
|
|||||
|
2022
Q1 | $70.9M | Sell |
|
|||||
|
2021
Q4 | $77.2M | Sell |
|
|||||
|
2021
Q3 | $71.9M | Sell |
|
|||||
|
2021
Q2 | $78.3M | Sell |
|
|||||
|
2021
Q1 | $77.4M | Sell |
|
|||||
|
2020
Q4 | $78.7M | Sell |
|
|||||
|
2020
Q3 | $75.8M | Sell |
|
|||||
|
2020
Q2 | $73.3M | Buy |
|
|||||
|
2020
Q1 | $64.7M | Buy |
|
|||||
|
2019
Q4 | $59.3M | Buy |
|
|||||
|
2019
Q3 | $49.4M | Buy |
|
|||||
|
2019
Q2 | $40.2M | Buy |
|
|||||
|
2019
Q1 | $34.8M | Buy |
|
|||||
|
2018
Q4 | $25M | Buy |
|
|||||
|
2018
Q3 | $13.5M | Buy |
|
|||||
|
2018
Q2 | $11.2M | Buy |
|
|||||
|
2018
Q1 | $8.68M | Buy |
|
|||||
|
2017
Q4 | $1.89M | Buy |
|