Warner Financial’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 | $523K | Hold |
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|
2025
Q2 | $516K | Hold |
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|
2025
Q1 | $515K | Hold |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $462K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $452K | Hold |
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|
2022
Q2 | $480K | Hold |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $550K | Buy |
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