HHM Wealth Advisors’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 | $4.05M | Sell |
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|
2025
Q1 | $4.11M | Sell |
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|
2024
Q4 | $3.96M | Sell |
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|
2024
Q3 | $4.12M | Sell |
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $4.61M | Sell |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $4.59M | Sell |
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|
2023
Q1 | $4.96M | Sell |
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|
2022
Q4 | $5.32M | Sell |
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|
2022
Q3 | $4.96M | Sell |
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|
2022
Q2 | $5.31M | Sell |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $17.4M | Buy |
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|
2021
Q2 | $17.3M | Buy |
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|
2021
Q1 | $15.7M | Buy |
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|
2020
Q4 | $14.4M | Buy |
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|
2020
Q3 | $13.2M | Buy |
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|
2020
Q2 | $12.3M | Sell |
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|
2020
Q1 | $11M | Buy |
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|
2019
Q4 | $8.51M | Buy |
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