SFMG 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
Q2 | $556K | Buy |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $490K | Hold |
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $434K | Hold |
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|
2021
Q4 | $453K | Hold |
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|
2021
Q3 | $412K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $387K | Hold |
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|
2020
Q4 | $380K | Buy |
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