Legacy Trust’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 | – | Sell |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $358K | Hold |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $308K | Buy |
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