One Wealth 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 | $3.23M | Sell |
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|
2025
Q1 | $3.47M | Buy |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $3.07M | Sell |
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|
2024
Q2 | $3.04M | Sell |
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|
2024
Q1 | $3.55M | Sell |
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|
2023
Q4 | $5.22M | Sell |
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|
2023
Q3 | $6.53M | Sell |
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|
2023
Q2 | $7.56M | Buy |
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|
2023
Q1 | $6.67M | Buy |
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|
2022
Q4 | $5.69M | Buy |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $4.74M | Sell |
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|
2022
Q1 | $8.33M | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $8.16M | Sell |
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|
2021
Q2 | $10.4M | Sell |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $357K | Buy |
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