Wharton Business 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 | $6.42M | Sell |
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|
2025
Q1 | $6.55M | Sell |
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|
2024
Q4 | $6.64M | Sell |
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|
2024
Q3 | $6.93M | Sell |
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|
2024
Q2 | $6.44M | Sell |
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|
2024
Q1 | $7.1M | Buy |
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|
2023
Q4 | $6.63M | Buy |
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|
2023
Q3 | $6.15M | Sell |
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|
2023
Q2 | $6.56M | Buy |
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|
2023
Q1 | $6.42M | Sell |
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|
2022
Q4 | $6.69M | Buy |
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|
2022
Q3 | $6.11M | Buy |
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|
2022
Q2 | $6.25M | Buy |
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|
2022
Q1 | $6.69M | Buy |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $5.11M | Buy |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $2.53M | Hold |
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|
2020
Q4 | $2.48M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.99M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $17.5M | Hold |
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|
2016
Q2 | $17.8M | Sell |
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|
2016
Q1 | $23.7M | Hold |
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|
2015
Q4 | $22.6M | Hold |
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|
2015
Q3 | $21.4M | Hold |
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|
2015
Q2 | $21.8K | Hold |
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|
2015
Q1 | $22.3M | Hold |
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|
2014
Q4 | $21.9M | Buy |
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|
2014
Q3 | $17.5M | Buy |
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|
2014
Q2 | $4.99M | Buy |
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