Market Street Wealth Management 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
Q1 | – | Sell |
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|
2024
Q4 | $743K | Sell |
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2024
Q3 | $767K | Sell |
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2024
Q2 | $816K | Sell |
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|
2024
Q1 | $966K | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $8.79M | Buy |
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|
2023
Q1 | $8.42M | Buy |
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|
2022
Q4 | $2.95M | Buy |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $364K | Buy |
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