Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.92M | Sell |
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2023
Q2 | $10.9M | Buy |
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2023
Q1 | $8.59M | Buy |
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|
2022
Q2 | $4.94M | Sell |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $4.05M | Buy |
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|
2021
Q3 | $602K | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $2.95M | Sell |
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|
2020
Q4 | $5.21M | Buy |
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|
2020
Q3 | $4.54M | Buy |
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|
2020
Q2 | $4.12M | Sell |
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|
2020
Q1 | $5.04M | Sell |
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|
2019
Q4 | $6.37M | Sell |
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|
2019
Q3 | $10.1M | Buy |
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|
2019
Q2 | $5.55M | Buy |
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|
2019
Q1 | $4.17M | Buy |
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|
2018
Q4 | $2.75M | Buy |
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|
2018
Q3 | $2.53M | Buy |
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|
2018
Q2 | $2.05M | Buy |
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|
2018
Q1 | $1.38M | Buy |
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|
2017
Q4 | $524K | Buy |
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