Stewardship Advisors’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 | $435K | Buy |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $385K | Sell |
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|
2021
Q3 | $406K | Hold |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $382K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $335K | Sell |
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|
2020
Q1 | $462K | Sell |
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|
2019
Q4 | $8.41M | Buy |
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