Security Financial Services’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 | $849K | Sell |
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2025
Q2 | $955K | Buy |
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2025
Q1 | $899K | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $7.86M | Sell |
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|
2023
Q3 | $11.4M | Sell |
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|
2023
Q2 | $13.2M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.36M | Buy |
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|
2022
Q2 | $3.51M | Sell |
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|
2022
Q1 | $3.98M | Buy |
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|
2021
Q4 | $4.12M | Buy |
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