Sound View Wealth Advisors 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 | $974K | Sell |
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|
2025
Q1 | $983K | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $830K | Sell |
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|
2024
Q1 | $950K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $963K | Sell |
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|
2023
Q1 | $1.04M | Buy |
|
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $938K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $2.15M | Sell |
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|
2020
Q1 | $2.47M | Buy |
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|
2019
Q4 | $2.74M | Buy |
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|
2019
Q3 | $1.98M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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