Strategic Family Wealth Counselors’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 | $2.3M | Sell |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.14M | Hold |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $1.92M | Hold |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.18M | Sell |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $2.2M | Sell |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.11M | Buy |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $751K | Sell |
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|
2019
Q3 | $753K | Hold |
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|
2019
Q2 | $725K | Sell |
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|
2019
Q1 | $694K | Buy |
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|
2018
Q4 | $271K | Buy |
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