TRUE Private Wealth 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 | $319K | Sell |
|
|||||
|
2025
Q1 | $336K | Sell |
|
|||||
|
2024
Q4 | $323K | Sell |
|
|||||
|
2024
Q3 | $333K | Sell |
|
|||||
|
2024
Q2 | $344K | Sell |
|
|||||
|
2024
Q1 | $366K | Sell |
|
|||||
|
2023
Q4 | $473K | Sell |
|
|||||
|
2023
Q3 | $886K | Sell |
|
|||||
|
2023
Q2 | $922K | Buy |
|
|||||
|
2023
Q1 | $752K | Buy |
|
|||||
|
2022
Q4 | $435K | Buy |
|
|||||
|
2022
Q3 | $337K | Buy |
|
|||||
|
2022
Q2 | $308K | Sell |
|
|||||
|
2022
Q1 | $376K | Sell |
|
|||||
|
2021
Q4 | $25.7M | Buy |
|
|||||
|
2021
Q3 | $22.7M | Sell |
|
|||||
|
2021
Q2 | $23.4M | Buy |
|
|||||
|
2021
Q1 | $21.6M | Buy |
|
|||||
|
2020
Q4 | $20.2M | Sell |
|
|||||
|
2020
Q3 | $19.4M | Sell |
|
|||||
|
2020
Q2 | $22.3M | Buy |
|
|||||
|
2020
Q1 | $19.8M | Sell |
|
|||||
|
2019
Q4 | $32.7M | Buy |
|
|||||
|
2019
Q3 | $31.7M | Buy |
|
|||||
|
2019
Q2 | $28.5M | Buy |
|
|||||
|
2019
Q1 | $12.1M | Sell |
|
|||||
|
2018
Q4 | $10.8M | Buy |
|
|||||
|
2018
Q3 | $11.5M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $6.28M | Sell |
|
|||||
|
2016
Q2 | $6.64M | Sell |
|
|||||
|
2016
Q1 | $8.51M | Buy |
|
|||||
|
2015
Q4 | $7.6M | Buy |
|