Hazlett, Burt & Watson’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 | $94K | Sell |
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|
2025
Q1 | $179K | Buy |
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|
2024
Q4 | $169K | Sell |
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|
2024
Q3 | $190K | Buy |
|
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|
2024
Q2 | $175K | Buy |
|
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|
2024
Q1 | $168K | Buy |
|
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $145K | Buy |
|
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | $145K | Buy |
|
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|
2022
Q4 | $143K | Buy |
|
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $145K | Buy |
|