Intercontinental Wealth Advisors’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
Q2 | $663K | Hold |
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|
2023
Q1 | $649K | Hold |
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|
2022
Q4 | $643K | Hold |
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|
2022
Q3 | $590K | Hold |
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|
2022
Q2 | $626K | Buy |
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|
2022
Q1 | $691K | Hold |
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|
2021
Q4 | $721K | Hold |
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|
2021
Q3 | $655K | Hold |
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|
2021
Q2 | $656K | Sell |
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|
2021
Q1 | $617K | Hold |
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|
2020
Q4 | $606K | Hold |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $540K | Hold |
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|
2020
Q1 | $481K | Hold |
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|
2019
Q4 | $610K | Hold |
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|
2019
Q3 | $571K | Hold |
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|
2019
Q2 | $550K | Hold |
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|
2019
Q1 | $524K | Hold |
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|
2018
Q4 | $467K | Hold |
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|
2018
Q3 | $508K | Buy |
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