ProVise Management 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 | $914K | Buy |
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|
2025
Q1 | $879K | Sell |
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|
2024
Q4 | $855K | Sell |
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|
2024
Q3 | $919K | Buy |
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $890K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $984K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $767K | Buy |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $422K | Sell |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $303K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $228K | Sell |
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|
2019
Q1 | $220K | Sell |
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|
2018
Q4 | $201K | Buy |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $229K | Sell |
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|
2017
Q3 | $301K | Sell |
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|
2017
Q2 | $356K | Sell |
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|
2017
Q1 | $377K | Sell |
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|
2016
Q4 | $403K | Sell |
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|
2016
Q3 | $450K | Buy |
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|
2016
Q2 | $378K | Sell |
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|
2016
Q1 | $389K | Buy |
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|
2015
Q4 | $370K | Buy |
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|
2015
Q3 | $350K | Buy |
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|
2015
Q2 | $324K | Sell |
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|
2015
Q1 | $338K | Buy |
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|
2014
Q4 | $319K | Buy |
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|
2014
Q3 | $289K | Buy |
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|
2014
Q2 | $285K | Sell |
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|
2014
Q1 | $310K | Buy |
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|
2013
Q4 | $296K | Buy |
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|
2013
Q3 | $271K | Buy |
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|
2013
Q2 | $245K | Buy |
|