Stokes Family Office’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 | $379K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $5.59M | Sell |
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|
2023
Q3 | $14.5M | Sell |
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|
2023
Q2 | $22.4M | Buy |
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|
2023
Q1 | $21.7M | Buy |
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|
2022
Q4 | $7.75M | Buy |
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|
2022
Q3 | $6.84M | Buy |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $6.99M | Sell |
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|
2021
Q4 | $7.69M | Buy |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $4.16M | Buy |
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