Kestra Private Wealth Services’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 | $1.39M | Sell |
|
|||||
|
2025
Q1 | $1.41M | Sell |
|
|||||
|
2024
Q4 | $1.34M | Sell |
|
|||||
|
2024
Q3 | $1.44M | Buy |
|
|||||
|
2024
Q2 | $915K | Sell |
|
|||||
|
2024
Q1 | $955K | Sell |
|
|||||
|
2023
Q4 | $1.25M | Sell |
|
|||||
|
2023
Q3 | $1.51M | Sell |
|
|||||
|
2023
Q2 | $1.64M | Sell |
|
|||||
|
2023
Q1 | $1.88M | Buy |
|
|||||
|
2022
Q4 | $1.54M | Buy |
|
|||||
|
2022
Q3 | $1.29M | Sell |
|
|||||
|
2022
Q2 | $1.51M | Sell |
|
|||||
|
2022
Q1 | $2.05M | Sell |
|
|||||
|
2021
Q4 | $2.24M | Buy |
|
|||||
|
2021
Q3 | $1.76M | Sell |
|
|||||
|
2021
Q2 | $2.36M | Sell |
|
|||||
|
2021
Q1 | $4.06M | Sell |
|
|||||
|
2020
Q4 | $7.3M | Sell |
|
|||||
|
2020
Q3 | $9.12M | Buy |
|