Sage Capital 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
Q3 | $492K | Hold |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $358K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $853K | Hold |
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|
2019
Q3 | $834K | Buy |
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