Moisand Fitzgerald Tamayo’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 | $21.1K | Hold |
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2025
Q1 | $21.1K | Hold |
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2024
Q4 | $20K | Hold |
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2024
Q3 | $20.5K | Hold |
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|
2024
Q2 | $18.9K | Hold |
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|
2024
Q1 | $18.8K | Sell |
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|
2023
Q4 | $22.5K | Buy |
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|
2023
Q3 | $18.1K | Sell |
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|
2023
Q2 | $21.5K | Hold |
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|
2023
Q1 | $21K | Hold |
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|
2022
Q4 | $20.8K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Buy |
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