Washington Trust’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 | $361K | Hold |
|
|||||
|
2025
Q1 | $361K | Hold |
|
|||||
|
2024
Q4 | $342K | Sell |
|
|||||
|
2024
Q3 | $372K | Sell |
|
|||||
|
2024
Q2 | $358K | Buy |
|
|||||
|
2024
Q1 | $198K | Hold |
|
|||||
|
2023
Q4 | $185K | Hold |
|
|||||
|
2023
Q3 | $171K | Hold |
|
|||||
|
2023
Q2 | $176K | Sell |
|
|||||
|
2023
Q1 | $174K | Buy |
|
|||||
|
2022
Q4 | $171K | Hold |
|
|||||
|
2022
Q3 | $157K | Hold |
|
|||||
|
2022
Q2 | $166K | Hold |
|
|||||
|
2022
Q1 | $184K | Hold |
|
|||||
|
2021
Q4 | $192K | Sell |
|
|||||
|
2021
Q3 | $270K | Buy |
|
|||||
|
2021
Q2 | $116K | Sell |
|
|||||
|
2021
Q1 | $116K | Sell |
|
|||||
|
2020
Q4 | $190K | Buy |
|
|||||
|
2020
Q3 | $107K | Buy |
|