MBE 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
2025
Q2
$743K Sell
2025
Q1
$766K Buy
2024
Q4
$726K Sell
2024
Q3
$752K Sell
2024
Q2
$700K Sell
2024
Q1
$709K Sell
2023
Q4
$707K Sell
2023
Q3
$674K Sell
2023
Q2
$715K Sell
2023
Q1
$748K Sell
2022
Q4
$761K Sell
2022
Q3
$711K Sell
2022
Q2
$903K Sell
2022
Q1
$1.03M Sell
2021
Q4
$1.19M Sell
2021
Q3
$1.22M Sell
2021
Q2
$1.54M Sell
2021
Q1
$8.89M Buy
2020
Q4
$8.58M Buy
2020
Q3
$7.18M Buy
2020
Q2
$7.18M Sell
2020
Q1
$7.92M Buy
2019
Q4
$8.85M Buy