SVB Wealth’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 | – | Sell |
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|
2025
Q1 | $147K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $802K | Buy |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $347K | Sell |
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|
2021
Q3 | $325K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $274K | Buy |
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