MTM Investment 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 | $220K | Sell |
|
|||||
|
2025
Q2 | $245K | Hold |
|
|||||
|
2025
Q1 | $244K | Hold |
|
|||||
|
2024
Q4 | $232K | Hold |
|
|||||
|
2024
Q3 | $238K | Sell |
|
|||||
|
2024
Q2 | $232K | Hold |
|
|||||
|
2024
Q1 | $231K | Hold |
|
|||||
|
2023
Q4 | $216K | Hold |
|
|||||
|
2023
Q3 | $200K | Hold |
|
|||||
|
2023
Q2 | $205K | Hold |
|
|||||
|
2023
Q1 | $201K | Hold |
|
|||||
|
2022
Q4 | $199K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $196K | Hold |
|
|||||
|
2022
Q1 | $214K | Hold |
|
|||||
|
2021
Q4 | $224K | Hold |
|
|||||
|
2021
Q3 | $203K | Hold |
|
|||||
|
2021
Q2 | $203K | Hold |
|
|||||
|
2021
Q1 | $191K | Hold |
|
|||||
|
2020
Q4 | $188K | Buy |
|