Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Sell |
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|
2025
Q2 | $2.85M | Sell |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $3.18M | Sell |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $6.61M | Sell |
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|
2023
Q1 | $6.74M | Sell |
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $8.51M | Buy |
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|
2022
Q2 | $8.02M | Buy |
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|
2022
Q1 | $7.55M | Buy |
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|
2021
Q4 | $7.3M | Buy |
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|
2021
Q3 | $6.34M | Buy |
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|
2021
Q2 | $6.21M | Buy |
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|
2021
Q1 | $5.75M | Buy |
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|
2020
Q4 | $4.52M | Buy |
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