McDonald Partners’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 | $1.37M | Hold |
|
|||||
|
2025
Q1 | $1.37M | Hold |
|
|||||
|
2024
Q4 | $1.3M | Buy |
|
|||||
|
2024
Q3 | $1.32M | Hold |
|
|||||
|
2024
Q2 | $1.22M | Hold |
|
|||||
|
2024
Q1 | $1.21M | Sell |
|
|||||
|
2023
Q4 | $1.13M | Buy |
|
|||||
|
2023
Q3 | $1.05M | Hold |
|
|||||
|
2023
Q2 | $1.08M | Hold |
|
|||||
|
2023
Q1 | $1.06M | Hold |
|
|||||
|
2022
Q4 | $1.05M | Hold |
|
|||||
|
2022
Q3 | $960K | Sell |
|
|||||
|
2022
Q2 | $1.06M | Hold |
|
|||||
|
2022
Q1 | $1.17M | Sell |
|
|||||
|
2021
Q4 | $7.04M | Buy |
|
|||||
|
2021
Q3 | $1.15M | Buy |
|
|||||
|
2021
Q2 | $1.14M | Sell |
|
|||||
|
2021
Q1 | $1.08M | Buy |
|
|||||
|
2020
Q4 | $1.05M | Buy |
|