Halpern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $33M | Sell |
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|
2024
Q2 | $31.4M | Sell |
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|
2024
Q1 | $31.3M | Sell |
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|
2023
Q4 | $30.8M | Sell |
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|
2023
Q3 | $30.5M | Sell |
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|
2023
Q2 | $36.3M | Sell |
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|
2023
Q1 | $37.8M | Sell |
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|
2022
Q4 | $42.9M | Sell |
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|
2022
Q3 | $46.9M | Buy |
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|
2022
Q2 | $48.2M | Buy |
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|
2022
Q1 | $49.7M | Buy |
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|
2021
Q4 | $48.9M | Buy |
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|
2021
Q3 | $43.7M | Buy |
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|
2021
Q2 | $42.5M | Sell |
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|
2021
Q1 | $43.2M | Buy |
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|
2020
Q4 | $40.4M | Buy |
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|
2020
Q3 | $36.1M | Buy |
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|
2020
Q2 | $30.4M | Buy |
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|
2020
Q1 | $18.5M | Buy |
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|
2019
Q4 | $18.4M | Buy |
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