Silver Oak Securities’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
Q3 | $745K | Buy |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $939K | Buy |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $939K | Buy |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $1.92M | Buy |
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