VERITY 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
Q3 | $1.15M | Sell |
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2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $1.7M | Sell |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.78M | Buy |
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|
2021
Q3 | $2.51M | Sell |
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|
2021
Q2 | $2.58M | Sell |
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|
2021
Q1 | $2.91M | Buy |
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|
2020
Q4 | $2.73M | Sell |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $3.04M | Sell |
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|
2020
Q1 | $2.77M | Sell |
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|
2019
Q4 | $6.38M | Sell |
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|
2019
Q3 | $6.52M | Sell |
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|
2019
Q2 | $6.55M | Sell |
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|
2019
Q1 | $6.77M | Buy |
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|
2018
Q4 | $5.92M | Buy |
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