Smart Money Group’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 | $795K | Sell |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $7.52M | Sell |
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|
2024
Q3 | $7.69M | Sell |
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|
2024
Q2 | $7.72M | Sell |
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|
2024
Q1 | $7.3M | Sell |
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|
2023
Q4 | $7.45M | Sell |
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|
2023
Q3 | $13.4M | Sell |
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|
2023
Q2 | $14.3M | Sell |
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|
2023
Q1 | $14.9M | Sell |
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|
2022
Q4 | $14.7M | Buy |
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|
2022
Q3 | $13.1M | Sell |
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|
2022
Q2 | $14M | Buy |
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|
2022
Q1 | $15.3M | Sell |
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|
2021
Q4 | $16M | Sell |
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|
2021
Q3 | $15.8M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $13.6M | Sell |
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|
2020
Q4 | $14.2M | Sell |
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|
2020
Q3 | $14.7M | Buy |
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|
2020
Q2 | $13.8M | Buy |
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|
2020
Q1 | $11M | Sell |
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|
2019
Q4 | $16M | Buy |
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|
2019
Q3 | $15.4M | Buy |
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|
2019
Q2 | $14.4M | Buy |
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|
2019
Q1 | $13.2M | Buy |
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|
2018
Q4 | $7.74M | Buy |
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|
2018
Q3 | $7.54M | Buy |
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|
2018
Q2 | $6.34M | Sell |
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|
2018
Q1 | $6.32M | Buy |
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|
2017
Q4 | $6.09M | Buy |
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