Semmax Financial 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 | $208K | Hold |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $196K | Sell |
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|
2024
Q1 | $186K | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $169K | Buy |
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|
2022
Q4 | $172K | Buy |
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|
2022
Q3 | $158K | Hold |
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|
2022
Q2 | $168K | Hold |
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|
2022
Q1 | $174K | Hold |
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|
2021
Q4 | $181K | Hold |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $165K | Hold |
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|
2021
Q1 | $155K | Sell |
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|
2020
Q4 | $168K | Hold |
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|
2020
Q3 | $158K | Hold |
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|
2020
Q2 | $150K | Hold |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $181K | Sell |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $205K | Sell |
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|
2019
Q1 | $856K | Sell |
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|
2018
Q4 | $994K | Buy |
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