Lantz Financial’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 | $288K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $906K | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $963K | Buy |
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|
2022
Q2 | $840K | Buy |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $801K | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $402K | Buy |
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|
2020
Q2 | $378K | Sell |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $220K | Buy |
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