Selective Wealth Management’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 | $447K | Buy |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $45K | Sell |
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|
2020
Q2 | $49K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $56K | Buy |
|