Patten 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 | $574K | Buy |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $584K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $632K | Sell |
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|
2020
Q4 | $675K | Sell |
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|
2020
Q3 | $672K | Buy |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $539K | Sell |
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|
2019
Q3 | $530K | Buy |
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|
2019
Q2 | $507K | Buy |
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|
2019
Q1 | $436K | Buy |
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|
2018
Q4 | $4K | Sell |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $8.67K | Sell |
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|
2016
Q2 | $36.3K | Buy |
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|
2016
Q1 | $32.5K | Buy |
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