NWAM LLC’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 | $2.4M | Sell |
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|
2025
Q2 | $2.86M | Sell |
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|
2025
Q1 | $2.95M | Buy |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $2.79M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $2.93M | Sell |
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|
2022
Q3 | $3.27M | Buy |
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|
2022
Q2 | $2.98M | Buy |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $2.36M | Sell |
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|
2021
Q2 | $2.89M | Sell |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $4.11M | Buy |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $3.38M | Buy |
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|
2020
Q1 | $2.08K | Sell |
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|
2019
Q4 | $3.02M | Sell |
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|
2019
Q3 | $3.08M | Buy |
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|
2019
Q2 | $2.42M | Buy |
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|
2019
Q1 | $2.06M | Buy |
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|
2018
Q4 | $276K | Sell |
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|
2018
Q3 | $303K | Buy |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $231K | Buy |
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|
2017
Q4 | $218K | Hold |
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|
2017
Q3 | $208K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $309K | Buy |
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