Summit Trail Advisors’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 | $2.18M | Sell |
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2025
Q1 | $2.43M | Hold |
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|
2024
Q4 | $2.3M | Hold |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.24M | Hold |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.44M | Hold |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.79M | Hold |
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|
2021
Q4 | $1.87M | Hold |
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|
2021
Q3 | $1.7M | Hold |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.94M | Sell |
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|
2019
Q3 | $1.92M | Hold |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.91M | Hold |
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|
2018
Q4 | $1.7M | Hold |
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|
2018
Q3 | $1.86M | Sell |
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|
2018
Q2 | $1.78M | Buy |
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|
2018
Q1 | $1.73M | Sell |
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|
2017
Q4 | $1.9M | Buy |
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