Meridian 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 | $573K | Sell |
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2025
Q1 | $573K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $2.03M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.5K | Buy |
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