NBT Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
3,090
-279
| -8% | -$26.2K | 0.02% | 328 |
|
|
2025
Q1 | $316K | Sell |
3,369
-122
| -3% | -$11.4K | 0.02% | 318 |
|
|
2024
Q4 | $310K | Sell |
3,491
-130
| -4% | -$11.5K | 0.02% | 321 |
|
|
2024
Q3 | $331K | Buy |
3,621
+2,126
| +142% | +$194K | 0.02% | 328 |
|
|
2024
Q2 | $126K | Sell |
1,495
-247
| -14% | -$20.7K | 0.01% | 376 |
|
|
2024
Q1 | $148K | Sell |
1,742
-152
| -8% | -$12.9K | 0.01% | 375 |
|
|
2023
Q4 | $180K | Buy |
+1,894
| New | +$180K | 0.01% | 367 |
|