StrongBox Wealth’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 | $841K | Buy |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $713K | Sell |
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|
2024
Q3 | $736K | Buy |
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|
2024
Q2 | $645K | Buy |
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|
2024
Q1 | $625K | Buy |
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|
2023
Q4 | $564K | Buy |
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|
2023
Q3 | $520K | Hold |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $459K | Hold |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $748K | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $3.74M | Sell |
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|
2020
Q3 | $3.79M | Sell |
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|
2020
Q2 | $3.74M | Sell |
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|
2020
Q1 | $3.37M | Buy |
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