Montecito Bank & Trust’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
Q3 | $4.89M | Buy |
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|
2025
Q1 | $4.53M | Buy |
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|
2024
Q4 | $4.18M | Sell |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $4.21M | Sell |
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|
2023
Q4 | $5.32M | Sell |
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|
2023
Q3 | $5.88M | Sell |
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|
2023
Q2 | $6.7M | Sell |
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|
2023
Q1 | $7.47M | Sell |
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|
2022
Q4 | $7.87M | Sell |
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|
2022
Q3 | $7.7M | Sell |
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|
2022
Q2 | $8.3M | Sell |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $10.2M | Sell |
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|
2020
Q4 | $13.6M | Sell |
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|
2020
Q3 | $15.2M | Sell |
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|
2020
Q2 | $14.8M | Sell |
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|
2020
Q1 | $13.3M | Buy |
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|
2019
Q4 | $13M | Sell |
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|
2019
Q3 | $14.4M | Buy |
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|
2019
Q2 | $8.64M | Buy |
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|
2019
Q1 | $5.58M | Buy |
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|
2018
Q4 | $335K | Buy |
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