Wealth Alliance’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 | $501K | Buy |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $3.31M | Sell |
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|
2023
Q2 | $4.03M | Buy |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $305K | Buy |
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