Keebeck Wealth 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
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $3.8M | Sell |
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|
2023
Q2 | $4.32M | Buy |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $971K | Buy |
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|
2020
Q4 | $930K | Buy |
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|
2020
Q3 | $519K | Buy |
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|
2020
Q2 | $493K | Buy |
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|
2020
Q1 | $303K | Hold |
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|
2019
Q4 | $368K | Buy |
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