Robertson Stephens Wealth Management’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 | $5.9M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $4.25M | Sell |
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|
2023
Q1 | $4.56M | Sell |
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|
2022
Q4 | $4.54M | Sell |
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|
2022
Q3 | $4.34M | Buy |
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|
2022
Q2 | $4.45M | Buy |
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|
2022
Q1 | $4.43M | Sell |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $596K | Sell |
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|
2021
Q1 | $721K | Sell |
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|
2020
Q4 | $805K | Sell |
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|
2020
Q3 | $858K | Sell |
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|
2020
Q2 | $2.81M | Buy |
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|
2020
Q1 | $2.22M | Buy |
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|
2019
Q4 | $2.19M | Sell |
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|
2019
Q3 | $2.19M | Buy |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.06M | Buy |
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