Westwood Holdings Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
2,875
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $269K | Hold |
2,875
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $255K | Sell |
2,875
-65
| -2% | -$5.77K | ﹤0.01% | 459 |
|
|
2024
Q3 | $268K | Buy |
+2,940
| New | +$268K | ﹤0.01% | 448 |
|
|
2017
Q3 | – | Sell |
-1,532
| Closed | -$75K | – | 508 |
|
|
2017
Q2 | $75K | Buy |
+1,532
| New | +$75K | ﹤0.01% | 433 |
|