Valley Forge Investment Consultants’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 | $690K | Sell |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $703K | Buy |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $680K | Sell |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $638K | Sell |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $699K | Buy |
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