Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $858K | Hold |
|
|||||
|
2021
Q4 | $895K | Hold |
|
|||||
|
2021
Q3 | $813K | Buy |
|
|||||
|
2021
Q2 | $720K | Sell |
|
|||||
|
2021
Q1 | $732K | Hold |
|
|||||
|
2020
Q4 | $718K | Hold |
|
|||||
|
2020
Q3 | $674K | Sell |
|
|||||
|
2020
Q2 | $891K | Sell |
|
|||||
|
2020
Q1 | $868K | Sell |
|
|||||
|
2019
Q4 | $1.29M | Hold |
|
|||||
|
2019
Q3 | $1.26M | Buy |
|
|||||
|
2019
Q2 | $289K | Buy |
|
|||||
|
2019
Q1 | $222K | Buy |
|