MorganRosel 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
Q3 | $10.1M | Sell |
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|
2025
Q2 | $10.9M | Buy |
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2025
Q1 | $9.52M | Buy |
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|
2024
Q4 | $8.74M | Sell |
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|
2024
Q3 | $9.16M | Buy |
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|
2024
Q2 | $8.27M | Sell |
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|
2024
Q1 | $8.4M | Sell |
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|
2023
Q4 | $8.04M | Buy |
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|
2023
Q3 | $6.58M | Sell |
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|
2023
Q2 | $6.77M | Buy |
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|
2023
Q1 | $5.9M | Buy |
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|
2022
Q4 | $5.68M | Buy |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $2.74M | Buy |
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|
2020
Q2 | $2.55M | Buy |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $4.95M | Sell |
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|
2019
Q3 | $4.87M | Sell |
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|
2019
Q2 | $4.86M | Sell |
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|
2019
Q1 | $4.72M | Sell |
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|
2018
Q4 | $4.35M | Buy |
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