McKinley Carter Wealth Services’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 | $377K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $594K | Sell |
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|
2023
Q1 | $656K | Buy |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $739K | Sell |
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|
2021
Q4 | $852K | Sell |
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|
2021
Q3 | $916K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $2.93M | Sell |
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|
2020
Q4 | $2.95M | Buy |
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