Horst & Graben Wealth Management’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
Q3 | $231K | Sell |
|
|||||
|
2025
Q2 | $236K | Sell |
|
|||||
|
2025
Q1 | $253K | Sell |
|
|||||
|
2024
Q4 | $304K | Sell |
|
|||||
|
2024
Q3 | $330K | Sell |
|
|||||
|
2024
Q2 | $313K | Sell |
|
|||||
|
2024
Q1 | $525K | Sell |
|
|||||
|
2023
Q4 | $3.9M | Sell |
|
|||||
|
2023
Q3 | $7.79M | Sell |
|
|||||
|
2023
Q2 | $9.52M | Buy |
|
|||||
|
2023
Q1 | $9.15M | Buy |
|
|||||
|
2022
Q4 | $4.04M | Buy |
|
|||||
|
2022
Q3 | $3.43M | Buy |
|
|||||
|
2022
Q2 | $2.69M | Buy |
|
|||||
|
2022
Q1 | $2.71M | Buy |
|
|||||
|
2021
Q4 | $2.75M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.22M | Sell |
|
|||||
|
2020
Q4 | $2.53M | Buy |
|
|||||
|
2020
Q3 | $1.89M | Buy |
|
|||||
|
2020
Q2 | $1.37M | Buy |
|