Latitude Advisors’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 | $443K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $293K | Buy |
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