Spectrum Asset Management (California)’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 | $11.7M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $9.98M | Sell |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $9.88M | Buy |
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|
2024
Q1 | $9.76M | Buy |
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|
2023
Q4 | $8.23M | Buy |
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|
2023
Q3 | $3.91M | Buy |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $3.83M | Sell |
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|
2022
Q4 | $3.8M | Buy |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $2.69M | Buy |
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