HM Payson & Co’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
2026
Q1
$464 Buy
2024
Q3
Sell
2024
Q2
$672 Buy
2022
Q2
Sell
2022
Q1
$2K Buy
2021
Q2
Sell
2021
Q1
$54K Hold
2020
Q4
$53K Buy