MSH Capital Advisors’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 | $228K | Buy |
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|
2025
Q2 | $215K | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $340K | Buy |
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