Round Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
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2025
Q1 | $4.65M | Sell |
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|
2024
Q4 | $4.47M | Sell |
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|
2024
Q3 | $4.73M | Sell |
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|
2024
Q2 | $4.37M | Sell |
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|
2024
Q1 | $4.49M | Sell |
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|
2023
Q4 | $4.36M | Sell |
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|
2023
Q3 | $4.14M | Sell |
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|
2023
Q2 | $4.32M | Sell |
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|
2023
Q1 | $4.24M | Sell |
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|
2022
Q4 | $4.26M | Sell |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $4.33M | Sell |
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|
2022
Q1 | $4.95M | Sell |
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|
2021
Q4 | $5.2M | Buy |
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|
2021
Q3 | $4.3M | Sell |
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|
2021
Q2 | $7M | Sell |
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|
2021
Q1 | $7.52M | Sell |
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|
2020
Q4 | $12M | Buy |
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