Harbor Investment Advisory’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 | $120K | Sell |
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|
2025
Q2 | $121K | Hold |
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|
2025
Q1 | $121K | Hold |
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|
2024
Q4 | $115K | Sell |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $101K | Sell |
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|
2023
Q3 | $95.9K | Hold |
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|
2023
Q2 | $98.5K | Sell |
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|
2023
Q1 | $97.6K | Hold |
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|
2022
Q4 | $96.8K | Hold |
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|
2022
Q3 | $89K | Buy |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | $81K | Buy |
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|
2020
Q4 | $74K | Buy |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $47K | Buy |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $25K | Buy |
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