McElhenny Sheffield Capital 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
Q3 | $348K | Hold |
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|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $279K | Buy |
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