Mission 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 | $739K | Buy |
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|
2025
Q1 | $736K | Buy |
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|
2024
Q4 | $668K | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $245K | Buy |
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