Ken Fisher’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 | $359K | Sell |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $745K | Sell |
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|
2024
Q3 | $903K | Sell |
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|
2024
Q2 | $955K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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