PDS Planning’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
Q3 | $723K | Buy |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $584K | Sell |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $584K | Hold |
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|
2022
Q2 | $620K | Sell |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $743K | Buy |
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|
2021
Q3 | $672K | Sell |
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|
2021
Q2 | $728K | Buy |
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|
2021
Q1 | $681K | Hold |
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|
2020
Q4 | $668K | Sell |
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|
2020
Q3 | $629K | Buy |
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|
2020
Q2 | $596K | Buy |
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|
2020
Q1 | $524K | Buy |
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|
2019
Q4 | $184K | Sell |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $164K | Sell |
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|
2018
Q1 | $218K | Sell |
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|
2017
Q4 | $301K | Buy |
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