Summit X LLC’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 | $1.15M | Sell |
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2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $956K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.88M | Sell |
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|
2020
Q4 | $3.05M | Sell |
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|
2020
Q3 | $57.4K | Buy |
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|
2020
Q2 | $3.56M | Sell |
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|
2020
Q1 | $3.66M | Buy |
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|
2019
Q4 | $4.37M | Sell |
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|
2019
Q3 | $5.99M | Buy |
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|
2019
Q2 | $3.73M | Buy |
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|
2019
Q1 | $3.48M | Buy |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $2.2M | Buy |
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|
2018
Q2 | $1.95M | Buy |
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|
2018
Q1 | $1.68M | Buy |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.53M | Buy |
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|
2017
Q2 | $1.06M | Buy |
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