Sterling Group Wealth Management’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 | $712K | Hold |
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|
2025
Q2 | $703K | Sell |
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|
2025
Q1 | $785K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $766K | Sell |
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|
2024
Q2 | $756K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $703K | Hold |
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|
2023
Q3 | $652K | Hold |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $1.05M | Buy |
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