Missouri Trust & Investment Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35K | Hold |
373
| – | – | 0.01% | 234 |
|
2025
Q1 | $34.9K | Hold |
373
| – | – | 0.01% | 229 |
|
2024
Q4 | $33.1K | Hold |
373
| – | – | 0.01% | 240 |
|
2024
Q3 | $34.1K | Hold |
373
| – | – | 0.01% | 239 |
|
2024
Q2 | $31.3K | Hold |
373
| – | – | 0.01% | 239 |
|
2024
Q1 | $31.2K | Hold |
373
| – | – | 0.01% | 243 |
|
2023
Q4 | $29.1K | Hold |
373
| – | – | 0.01% | 240 |
|
2023
Q3 | $27K | Hold |
373
| – | – | 0.01% | 234 |
|
2023
Q2 | $27.7K | Hold |
373
| – | – | 0.02% | 246 |
|
2023
Q1 | $27.1K | Hold |
373
| – | – | 0.02% | 209 |
|
2022
Q4 | $27K | Hold |
373
| – | – | 0.02% | 206 |
|
2022
Q3 | $25K | Hold |
373
| – | – | 0.02% | 211 |
|
2022
Q2 | $26K | Hold |
373
| – | – | 0.02% | 219 |
|
2022
Q1 | $29K | Hold |
373
| – | – | 0.02% | 225 |
|
2021
Q4 | $30K | Buy |
+373
| New | +$30K | 0.02% | 233 |
|