Wealth Management Resources’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 | $13M | Buy |
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|
2025
Q2 | $12.8M | Sell |
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|
2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $17M | Buy |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $9.75M | Buy |
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|
2023
Q1 | $8.78M | Buy |
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|
2022
Q4 | $8.53M | Buy |
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|
2022
Q3 | $7.22M | Buy |
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|
2022
Q2 | $7.57M | Sell |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $11.7M | Buy |
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