Mendel Money 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 | $528K | Buy |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $234K | Sell |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q2 | $209K | Buy |
|