Successful Portfolios’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 | $324K | Buy |
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|
2025
Q2 | $312K | Sell |
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|
2025
Q1 | $314K | Buy |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $616K | Buy |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $540K | Sell |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $260K | Sell |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $499K | Sell |
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|
2020
Q2 | $491K | Sell |
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|
2020
Q1 | $461K | Buy |
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|
2019
Q4 | $314K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $218K | Buy |
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