Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.12M | Sell |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $2.47M | Buy |
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|
2023
Q1 | $3.13M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.01M | Sell |
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|
2022
Q2 | $3.37M | Sell |
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|
2022
Q1 | $3.76M | Sell |
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|
2021
Q4 | $3.94M | Buy |
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