Wealth Quarterback’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 | $210K | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $410K | Buy |
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|
2021
Q3 | $690K | Buy |
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|
2021
Q2 | $742K | Buy |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.75M | Hold |
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|
2020
Q2 | $1.75M | Sell |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $1.69M | Buy |
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