LT
Legacy Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,265
| Closed | -$399K | – | 161 |
|
|
2025
Q1 | $399K | Hold |
4,265
| – | – | 0.1% | 119 |
|
|
2024
Q4 | $379K | Sell |
4,265
-50
| -1% | -$4.44K | 0.09% | 119 |
|
|
2024
Q3 | $394K | Buy |
4,315
+50
| +1% | +$4.57K | 0.09% | 119 |
|
|
2024
Q2 | $358K | Hold |
4,265
| – | – | 0.09% | 121 |
|
|
2024
Q1 | $356K | Hold |
4,265
| – | – | 0.09% | 126 |
|
|
2023
Q4 | $333K | Hold |
4,265
| – | – | 0.09% | 129 |
|
|
2023
Q3 | $309K | Hold |
4,265
| – | – | 0.09% | 126 |
|
|
2023
Q2 | $317K | Hold |
4,265
| – | – | 0.09% | 126 |
|
|
2023
Q1 | $310K | Hold |
4,265
| – | – | 0.09% | 125 |
|
|
2022
Q4 | $308K | Buy |
+4,265
| New | +$308K | 0.09% | 122 |
|