Sutton Place Investors’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
2024
Q1
Sell
2023
Q4
$246K Sell
2023
Q3
$339K Buy
2023
Q2
$297K Sell
2023
Q1
$298K Buy
2022
Q4
$222K Sell
2022
Q3
$278K Buy
2022
Q2
$241K Sell
2022
Q1
$276K Sell
2021
Q4
$301K Buy