Shore Point 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 | $6.3M | Buy |
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|
2025
Q1 | $6.24M | Sell |
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|
2024
Q4 | $6.01M | Sell |
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|
2024
Q3 | $6.25M | Sell |
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|
2024
Q2 | $5.79M | Sell |
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|
2024
Q1 | $5.77M | Sell |
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|
2023
Q4 | $5.62M | Sell |
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|
2023
Q3 | $5.25M | Sell |
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|
2023
Q2 | $5.48M | Buy |
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|
2023
Q1 | $5.34M | Buy |
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|
2022
Q4 | $5.28M | Buy |
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|
2022
Q3 | $4.81M | Sell |
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|
2022
Q2 | $5.12M | Buy |
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|
2022
Q1 | $5.52M | Buy |
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|
2021
Q4 | $5.42M | Buy |
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