Joseph Group Capital 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 | $452K | Sell |
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2025
Q2 | $503K | Sell |
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2025
Q1 | $521K | Sell |
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2024
Q4 | $544K | Sell |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $653K | Sell |
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|
2023
Q2 | $673K | Sell |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.59M | Buy |
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