West Wealth 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
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $6.39M | Buy |
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|
2023
Q1 | $6.04M | Buy |
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|
2022
Q4 | $4.28M | Sell |
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|
2022
Q3 | $4.04M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.38M | Sell |
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|
2021
Q4 | $4.43M | Buy |
|