WESCAP Management Group’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 | $297K | Hold |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $281K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $254K | Buy |
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