Richardson Financial Services’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
$541K Sell
2025
Q2
$537K Buy
2025
Q1
$511K Sell
2024
Q4
$534K Sell
2024
Q3
$607K Buy
2024
Q2
$563K Sell
2024
Q1
$591K Sell
2023
Q4
$667K Buy