Stephens Consulting’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 | $128K | Hold |
|
|||||
|
2025
Q2 | $127K | Sell |
|
|||||
|
2025
Q1 | $155K | Buy |
|
|||||
|
2024
Q4 | $147K | Buy |
|
|||||
|
2024
Q3 | $151K | Buy |
|
|||||
|
2024
Q2 | $138K | Buy |
|
|||||
|
2024
Q1 | $138K | Buy |
|
|||||
|
2023
Q4 | $128K | Sell |
|
|||||
|
2023
Q3 | $145K | Buy |
|
|||||
|
2023
Q2 | $122K | Sell |
|
|||||
|
2023
Q1 | $131K | Buy |
|
|||||
|
2022
Q4 | $130K | Buy |
|
|||||
|
2022
Q3 | $119K | Sell |
|
|||||
|
2022
Q2 | $134K | Sell |
|
|||||
|
2022
Q1 | $194K | Sell |
|
|||||
|
2021
Q4 | $216K | Buy |
|