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