SR
Syntax Research’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
14,309
+7,697
| +116% | +$723K | 0.95% | 33 |
|
|
2025
Q1 | $619K | Buy |
6,612
+5,393
| +442% | +$505K | 0.43% | 45 |
|
|
2024
Q4 | $108K | Sell |
1,219
-78
| -6% | -$6.93K | 0.08% | 72 |
|
|
2024
Q3 | $118K | Hold |
1,297
| – | – | 0.08% | 68 |
|
|
2024
Q2 | $109K | Sell |
1,297
-178
| -12% | -$14.9K | 0.09% | 62 |
|
|
2024
Q1 | $123K | Hold |
1,475
| – | – | 0.09% | 65 |
|
|
2023
Q4 | $115K | Hold |
1,475
| – | – | 0.1% | 64 |
|
|
2023
Q3 | $107K | Buy |
+1,475
| New | +$107K | 0.09% | 68 |
|