New England Asset 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
Q2
$2.74M Hold
2025
Q1
$2.73M Hold
2024
Q4
$2.59M Hold
2024
Q3
$2.66M Buy
2015
Q2
Sell
2015
Q1
$9.08M Buy