Stonehearth Capital 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 | $679K | Hold |
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|
2025
Q2 | $670K | Hold |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $770K | Sell |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $759K | Sell |
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|
2023
Q3 | $705K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $6.37M | Sell |
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|
2022
Q4 | $6.47M | Buy |
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|
2022
Q3 | $5.92M | Sell |
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|
2022
Q2 | $6.53M | Buy |
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|
2022
Q1 | $6.95M | Sell |
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|
2021
Q4 | $14.9M | Sell |
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|
2021
Q3 | $13.9M | Sell |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $12.8M | Buy |
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|
2020
Q4 | $12.4M | Sell |
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|
2020
Q3 | $12.3M | Sell |
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|
2020
Q2 | $14.4M | Buy |
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|
2020
Q1 | $12.1M | Sell |
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|
2019
Q4 | $15.3M | Buy |
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|
2019
Q3 | $14.8M | Buy |
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|
2019
Q2 | $14.2M | Sell |
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|
2019
Q1 | $13.6M | Buy |
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|
2018
Q4 | $12.1M | Sell |
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|
2018
Q3 | $13.7M | Sell |
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|
2018
Q2 | $12.9M | Buy |
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|
2018
Q1 | $10.4M | Buy |
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|
2017
Q4 | $10.6M | Sell |
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|
2017
Q3 | $10.1M | Sell |
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|
2017
Q2 | $9.96M | Sell |
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|
2017
Q1 | $9.97M | Sell |
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|
2016
Q4 | $17.5M | Sell |
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|
2016
Q3 | $18.1M | Sell |
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|
2016
Q2 | $18.8M | Sell |
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|
2016
Q1 | $18M | Buy |
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|
2015
Q4 | $17.1M | Buy |
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|
2015
Q3 | $14.1M | Buy |
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|
2015
Q2 | $14.2M | Buy |
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|
2015
Q1 | $14.5M | Buy |
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|
2014
Q4 | $13.5M | Buy |
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