M Holdings Securities’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 | $1.77M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.62M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $547K | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.89M | Sell |
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|
2020
Q1 | $1.89M | Sell |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $795K | Buy |
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|
2019
Q1 | $748K | Buy |
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|
2018
Q4 | $619K | Buy |
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|
2018
Q3 | $669K | Buy |
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|
2018
Q2 | $623K | Sell |
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $601K | Buy |
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|
2017
Q3 | $500K | Buy |
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|
2017
Q2 | $475K | Buy |
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|
2017
Q1 | $351K | Sell |
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|
2016
Q4 | $398K | Buy |
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|
2016
Q3 | $399K | Buy |
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|
2016
Q2 | $318K | Buy |
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