My Legacy 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
Q2 | $270K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $291K | Sell |
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2024
Q3 | $335K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $2.68M | Sell |
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|
2023
Q2 | $3.22M | Buy |
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|
2023
Q1 | $2.83M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $864K | Buy |
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|
2022
Q2 | $924K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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