Union Savings Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.5K | Hold |
740
| – | – | 0.03% | 201 |
|
|
2025
Q1 | $69.3K | Hold |
740
| – | – | 0.03% | 205 |
|
|
2024
Q4 | $65.7K | Hold |
740
| – | – | 0.03% | 203 |
|
|
2024
Q3 | $67.6K | Hold |
740
| – | – | 0.03% | 203 |
|
|
2024
Q2 | $62.1K | Hold |
740
| – | – | 0.03% | 205 |
|
|
2024
Q1 | $61.8K | Hold |
740
| – | – | 0.03% | 207 |
|
|
2023
Q4 | $57.7K | Hold |
740
| – | – | 0.03% | 205 |
|
|
2023
Q3 | $53.6K | Hold |
740
| – | – | 0.03% | 204 |
|
|
2023
Q2 | $55.8K | Buy |
+740
| New | +$55.8K | 0.03% | 205 |
|