High Net Worth Advisory Group’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 | $5.61M | Sell |
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|
2025
Q1 | $5.65M | Sell |
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|
2024
Q4 | $6.34M | Sell |
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|
2024
Q3 | $6.68M | Sell |
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|
2024
Q2 | $6.36M | Sell |
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|
2024
Q1 | $6.58M | Sell |
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|
2023
Q4 | $6.29M | Sell |
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|
2023
Q3 | $6.17M | Sell |
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|
2023
Q2 | $6.89M | Sell |
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|
2023
Q1 | $7.32M | Sell |
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|
2022
Q4 | $7.37M | Sell |
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|
2022
Q3 | $6.78M | Buy |
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|
2022
Q2 | $7.16M | Sell |
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|
2022
Q1 | $8.09M | Buy |
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|
2021
Q4 | $8.06M | Buy |
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