Summit Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $33K | Buy |
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|
2022
Q4 | $11.5M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $9.26M | Buy |
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|
2021
Q2 | $8.28M | Buy |
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|
2021
Q1 | $7.3M | Buy |
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|
2020
Q4 | $6.54M | Buy |
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