Mather Group’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 | $7.19M | Buy |
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|
2025
Q2 | $7.02M | Sell |
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|
2025
Q1 | $7.01M | Buy |
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|
2024
Q4 | $6.62M | Buy |
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|
2024
Q3 | $6.79M | Sell |
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|
2024
Q2 | $6.28M | Buy |
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|
2024
Q1 | $5.42M | Sell |
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|
2023
Q4 | $5.57M | Buy |
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|
2023
Q3 | $5.09M | Sell |
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|
2023
Q2 | $5.98M | Buy |
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|
2023
Q1 | $5.12M | Sell |
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|
2022
Q4 | $5.08M | Sell |
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|
2022
Q3 | $4.69M | Buy |
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|
2022
Q2 | $4.96M | Sell |
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|
2022
Q1 | $5.79M | Sell |
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|
2021
Q4 | $7.29M | Buy |
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|
2021
Q3 | $452K | Buy |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.15M | Buy |
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