WhitTier Trust Company’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 | $507K | Hold |
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|
2025
Q2 | $500K | Hold |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $489K | Hold |
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|
2022
Q4 | $485K | Hold |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $530K | Hold |
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|
2021
Q4 | $552K | Hold |
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|
2021
Q3 | $502K | Hold |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $271K | Hold |
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|
2020
Q1 | $242K | Sell |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $304K | Hold |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $279K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $260K | Hold |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | $201K | Hold |
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|
2017
Q1 | $196K | Sell |
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|
2016
Q4 | $188K | Sell |
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|
2016
Q3 | $206K | Sell |
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|
2016
Q2 | $385K | Buy |
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|
2016
Q1 | $363K | Sell |
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|
2015
Q4 | $396K | Hold |
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|
2015
Q3 | $375K | Sell |
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|
2015
Q2 | $399K | Hold |
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|
2015
Q1 | $409K | Sell |
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|
2014
Q4 | $412K | Buy |
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|
2014
Q3 | $378K | Buy |
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|
2014
Q2 | $368K | Buy |
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|
2014
Q1 | $352K | Hold |
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|
2013
Q4 | $347K | Hold |
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|
2013
Q3 | $325K | Buy |
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|
2013
Q2 | $299K | Buy |
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