Transcend Capital Advisors’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 | $977K | Sell |
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2025
Q1 | $980K | Buy |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.84M | Buy |
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