Shufro Rose & Co’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 | $1.73M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.79M | Hold |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.91M | Sell |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $3.08M | Sell |
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|
2021
Q2 | $44.2M | Buy |
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|
2021
Q1 | $40.1M | Buy |
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|
2020
Q4 | $38.3M | Buy |
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|
2020
Q3 | $34.4M | Buy |
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|
2020
Q2 | $30.5M | Buy |
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|
2020
Q1 | $896K | Buy |
|