Keystone Financial Group (Kentucky)’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 | $3.73M | Buy |
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|
2025
Q1 | $3.57M | Sell |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $3.64M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $2.78M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $5M | Buy |
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|
2022
Q4 | $7.25M | Sell |
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|
2022
Q3 | $6.71M | Sell |
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|
2022
Q2 | $7.34M | Sell |
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|
2022
Q1 | $8.25M | Sell |
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|
2021
Q4 | $8.68M | Sell |
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|
2021
Q3 | $7.9M | Sell |
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|
2021
Q2 | $7.96M | Sell |
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|
2021
Q1 | $7.6M | Sell |
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|
2020
Q4 | $11.2M | Buy |
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|
2020
Q3 | $10.1M | Buy |
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|
2020
Q2 | $9.35M | Buy |
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|
2020
Q1 | $8.11M | Buy |
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|
2019
Q4 | $9.57M | Buy |
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|
2019
Q3 | $7.87M | Buy |
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|
2019
Q2 | $6.72M | Buy |
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|
2019
Q1 | $6.12M | Buy |
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|
2018
Q4 | $4.71M | Buy |
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|
2018
Q3 | $4.3M | Buy |
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|
2018
Q2 | $3.82M | Buy |
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|
2018
Q1 | $3.27M | Buy |
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