Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $683K | Hold |
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|
2022
Q3 | $626K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $175K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $44K | Hold |
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|
2017
Q1 | $42K | Buy |
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