Sumitomo Mitsui Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $927 | Sell |
10
-349
| -97% | -$33.1K | ﹤0.01% | 190 |
|
|
2025
Q4 | $33.8K | Hold |
359
| – | – | ﹤0.01% | 163 |
|
|
2025
Q3 | $34.1K | Hold |
359
| – | – | ﹤0.01% | 152 |
|
|
2025
Q2 | $33.7K | Sell |
359
-5
| -1% | -$460 | ﹤0.01% | 200 |
|
|
2025
Q1 | $34.1K | Sell |
364
-60
| -14% | -$5.52K | ﹤0.01% | 154 |
|
|
2024
Q4 | $37.6K | Hold |
424
| – | – | ﹤0.01% | 140 |
|
|
2024
Q3 | $38.7K | Sell |
424
-145
| -25% | -$12.8K | ﹤0.01% | 153 |
|
|
2024
Q2 | $47.7K | Sell |
569
-194
| -25% | -$16K | ﹤0.01% | 156 |
|
|
2024
Q1 | $63.8K | Sell |
763
-140
| -16% | -$11.3K | ﹤0.01% | 149 |
|
|
2023
Q4 | $70.5K | Sell |
903
-46
| -5% | -$3.43K | ﹤0.01% | 136 |
|
|
2023
Q3 | $68.7K | Sell |
949
-17
| -2% | -$1.27K | ﹤0.01% | 133 |
|
|
2023
Q2 | $71.8K | Sell |
966
-65
| -6% | -$4.75K | ﹤0.01% | 142 |
|
|
2023
Q1 | $75K | Sell |
1,031
-70
| -6% | -$5.03K | ﹤0.01% | 141 |
|
|
2022
Q4 | $79.4K | Buy |
1,101
+5
| +0.5% | +$356 | ﹤0.01% | 147 |
|
|
2022
Q3 | $72K | Sell |
1,096
-45
| -4% | -$3.24K | ﹤0.01% | 168 |
|
|
2022
Q2 | $80K | Sell |
1,141
-106
| -9% | -$7.76K | ﹤0.01% | 181 |
|
|
2022
Q1 | $97K | Buy |
1,247
+237
| +23% | +$17.9K | ﹤0.01% | 166 |
|
|
2021
Q4 | $82K | Sell |
1,010
-39
| -4% | -$3.02K | ﹤0.01% | 165 |
|
|
2021
Q3 | $77K | Sell |
1,049
-189
| -15% | -$14.4K | ﹤0.01% | 162 |
|
|
2021
Q2 | $91K | Sell |
1,238
-629
| -34% | -$45.4K | ﹤0.01% | 142 |
|
|
2021
Q1 | $129K | Sell |
1,867
-103
| -5% | -$6.96K | ﹤0.01% | 148 |
|
|
2020
Q4 | $134K | Sell |
1,970
-590
| -23% | -$38.8K | ﹤0.01% | 128 |
|
|
2020
Q3 | $163K | Sell |
2,560
-5,156
| -67% | -$327K | 0.01% | 125 |
|
|
2020
Q2 | $468K | Sell |
7,716
-668
| -8% | -$39.6K | 0.02% | 89 |
|
|
2020
Q1 | $453K | Buy |
8,384
+4,598
| +121% | +$292K | 0.02% | 95 |
|
|
2019
Q4 | $249K | Buy |
3,786
+3,261
| +621% | +$209K | 0.02% | 100 |
|
|
2019
Q3 | $34K | Buy |
+525
| New | +$33.3K | ﹤0.01% | 123 |
|
Other funds holding USMV
CCA
MRC
