Truepoint Inc’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 | $291K | Hold |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $240K | Buy |
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