Winthrop Advisory 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 | $336K | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $327K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $318K | Sell |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $823K | Buy |
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|
2020
Q3 | $758K | Buy |
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