Wilmington Savings Fund Society’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 | $745K | Buy |
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|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $552K | Sell |
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|
2024
Q4 | $638K | Buy |
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|
2024
Q3 | $328K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $546K | Sell |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $740K | Sell |
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|
2019
Q3 | $742K | Sell |
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|
2019
Q2 | $739K | Hold |
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|
2019
Q1 | $704K | Buy |
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|
2018
Q4 | $600K | Buy |
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|
2018
Q3 | $519K | Buy |
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|
2018
Q2 | $414K | Buy |
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|
2018
Q1 | $372K | Buy |
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|
2017
Q4 | $319K | Buy |
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|
2017
Q3 | $230K | Buy |
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