HeadInvest LLC’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 | $658K | Buy |
|
|||||
|
2025
Q1 | $647K | Hold |
|
|||||
|
2024
Q4 | $613K | Hold |
|
|||||
|
2024
Q3 | $630K | Sell |
|
|||||
|
2024
Q2 | $583K | Hold |
|
|||||
|
2024
Q1 | $581K | Hold |
|
|||||
|
2023
Q4 | $542K | Buy |
|
|||||
|
2023
Q3 | $497K | Hold |
|
|||||
|
2023
Q2 | $519K | Buy |
|
|||||
|
2023
Q1 | $465K | Buy |
|
|||||
|
2022
Q4 | $458K | Sell |
|
|||||
|
2022
Q3 | $444K | Hold |
|
|||||
|
2022
Q2 | $471K | Sell |
|
|||||
|
2022
Q1 | $616K | Sell |
|
|||||
|
2021
Q4 | $645K | Sell |
|
|||||
|
2021
Q3 | $590K | Sell |
|
|||||
|
2021
Q2 | $604K | Buy |
|