Traphagen Investment 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
Q3 | $657K | Sell |
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|
2025
Q2 | $649K | Buy |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $648K | Sell |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $901K | Sell |
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|
2021
Q3 | $969K | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $31.1M | Sell |
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|
2020
Q3 | $32.8M | Buy |
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|
2020
Q2 | $29.6M | Sell |
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|
2020
Q1 | $27.4M | Sell |
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|
2019
Q4 | $35.9M | Buy |
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|
2019
Q3 | $32.4M | Buy |
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|
2019
Q2 | $22.1M | Buy |
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|
2019
Q1 | $16.7M | Buy |
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