Oxford Financial Group’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 | $271K | Sell |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $2.79M | Buy |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $468K | Buy |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $430K | Buy |
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|
2020
Q3 | $403K | Buy |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | $302K | Buy |
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