Tolleson Wealth 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
Q2 | $941K | Hold |
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|
2025
Q1 | $939K | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $5.57M | Sell |
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|
2022
Q3 | $5.48M | Sell |
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|
2022
Q2 | $6.99M | Buy |
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|
2022
Q1 | $5.04M | Hold |
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|
2021
Q4 | $5.25M | Sell |
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|
2021
Q3 | $4.78M | Sell |
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|
2021
Q2 | $4.82M | Sell |
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|
2021
Q1 | $4.61M | Sell |
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|
2020
Q4 | $4.6M | Buy |
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|
2020
Q3 | $3.81M | Sell |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $5.31M | Sell |
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|
2019
Q4 | $65.1M | Sell |
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|
2019
Q3 | $66.3M | Sell |
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|
2019
Q2 | $67.8M | Sell |
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|
2019
Q1 | $65.3M | Sell |
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|
2018
Q4 | $60.2M | Buy |
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