LexAurum 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 | $317K | Buy |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $473K | Sell |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $368K | Buy |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | $201K | Sell |
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|
2017
Q4 | $243K | Buy |
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