Laidlaw 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
Q1 | – | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $2.48M | Sell |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $3.19M | Sell |
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|
2023
Q3 | $4.21M | Sell |
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|
2023
Q2 | $5.27M | Sell |
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|
2023
Q1 | $5.45M | Buy |
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|
2022
Q4 | $5.39M | Buy |
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|
2022
Q3 | $4.94M | Buy |
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|
2022
Q2 | $5.2M | Buy |
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|
2022
Q1 | $5.22M | Buy |
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|
2021
Q4 | $4.93M | Buy |
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|
2021
Q3 | $4.21M | Sell |
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|
2021
Q2 | $4.82M | Buy |
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|
2021
Q1 | $3.9M | Buy |
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|
2020
Q4 | $2.55M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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