MA Private Wealth’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 | $8.95M | Buy |
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|
2025
Q1 | $8.42M | Sell |
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|
2024
Q4 | $9.71M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $23.2M | Buy |
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|
2024
Q1 | $22.9M | Buy |
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|
2023
Q4 | $21.1M | Sell |
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|
2023
Q3 | $24.8M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $7.65M | Sell |
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|
2022
Q3 | $7.42M | Buy |
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|
2022
Q2 | $7.57M | Sell |
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|
2022
Q1 | $9.23M | Sell |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $5.89M | Sell |
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|
2021
Q2 | $8.63M | Sell |
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|
2021
Q1 | $8.3M | Sell |
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|
2020
Q4 | $9.68M | Sell |
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|
2020
Q3 | $9.12M | Buy |
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|
2020
Q2 | $8.59M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $290K | Buy |
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