Summit Financial’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 | $6M | Buy |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $781K | Buy |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $697K | Sell |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $640K | Buy |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $402K | Hold |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $314K | Buy |
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