Houlihan Financial Resource 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
Q3 | $1.52M | Sell |
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|
2025
Q2 | $3.64M | Sell |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $3.6M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.24M | Sell |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $76.1M | Buy |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $3M | Buy |
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|
2020
Q3 | $2.85M | Buy |
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|
2020
Q1 | $2.37M | Buy |
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|
2019
Q4 | $2.8M | Buy |
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