Lionsbridge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $3.78M | Sell |
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|
2021
Q4 | $4.1M | Buy |
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|
2021
Q3 | $3.67M | Sell |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $2.7M | Sell |
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|
2020
Q2 | $2.59M | Buy |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $5.28M | Buy |
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