Monterey Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.56M | Sell |
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|
2024
Q4 | $4.37M | Sell |
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|
2024
Q3 | $4.63M | Sell |
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|
2024
Q2 | $4.45M | Sell |
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|
2024
Q1 | $5.02M | Sell |
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|
2023
Q4 | $4.93M | Sell |
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|
2023
Q3 | $5.13M | Sell |
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|
2023
Q2 | $5.54M | Sell |
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|
2023
Q1 | $5.49M | Sell |
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|
2022
Q4 | $5.55M | Sell |
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|
2022
Q3 | $5.44M | Sell |
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|
2022
Q2 | $6.36M | Sell |
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|
2022
Q1 | $7.32M | Sell |
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|
2021
Q4 | $8.58M | Sell |
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|
2021
Q3 | $8.35M | Sell |
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|
2021
Q2 | $14.7M | Sell |
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|
2021
Q1 | $26.2M | Sell |
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|
2020
Q4 | $40.4M | Sell |
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|
2020
Q3 | $39.2M | Sell |
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|
2020
Q2 | $38.1M | Sell |
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|
2020
Q1 | $35.6M | Buy |
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|
2019
Q4 | $39.2M | Buy |
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