Opes Wealth 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 | $1.05M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $919K | Buy |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q2 | $203K | Sell |
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|
2020
Q1 | $2.56M | Sell |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $3.55M | Sell |
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|
2019
Q2 | $3.43M | Sell |
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|
2019
Q1 | $4.22M | Buy |
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