LifeSteps Financial’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
Q3 | $574K | Hold |
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|
2025
Q2 | $567K | Hold |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $511K | Hold |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $459K | Hold |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $474K | Hold |
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|
2022
Q1 | $524K | Sell |
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|
2021
Q4 | $551K | Hold |
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|
2021
Q3 | $500K | Hold |
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|
2021
Q2 | $501K | Hold |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $432K | Hold |
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|
2020
Q2 | $411K | Sell |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $491K | Buy |
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