Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $981K | Buy |
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|
2022
Q2 | $991K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $963K | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $856K | Buy |
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|
2020
Q2 | $814K | Buy |
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|
2020
Q1 | $615K | Buy |
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|
2019
Q4 | $677K | Buy |
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|
2019
Q3 | $133K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $11K | Buy |
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