Tocqueville Asset Management’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 | $354K | Sell |
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|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $594K | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.28M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $90K | Buy |
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