Symphony Financial’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
Q3 | $336K | Sell |
|
|||||
|
2025
Q2 | $339K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $322K | Sell |
|
|||||
|
2024
Q3 | $364K | Hold |
|
|||||
|
2024
Q2 | $336K | Hold |
|
|||||
|
2024
Q1 | $334K | Sell |
|
|||||
|
2023
Q4 | $389K | Sell |
|
|||||
|
2023
Q3 | $384K | Sell |
|
|||||
|
2023
Q2 | $410K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.57M | Buy |
|
|||||
|
2021
Q4 | $1.42M | Sell |
|
|||||
|
2021
Q3 | $1.37M | Buy |
|
|||||
|
2021
Q2 | $1.21M | Sell |
|
|||||
|
2021
Q1 | $1.87M | Sell |
|
|||||
|
2020
Q4 | $1.94M | Sell |
|
|||||
|
2020
Q3 | $2.52M | Sell |
|
|||||
|
2020
Q2 | $5.05M | Buy |
|
|||||
|
2020
Q1 | $4.34M | Buy |
|