Larson Financial Group’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 | $470K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $85.7K | Hold |
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|
2023
Q4 | $80K | Buy |
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|
2023
Q3 | $72.3K | Hold |
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|
2023
Q2 | $74.3K | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $86K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $24K | Buy |
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