Wolf Group Capital Advisors’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
Q1 | $271K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $217K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $724K | Sell |
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|
2022
Q1 | $901K | Sell |
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|
2021
Q4 | $3.33M | Sell |
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|
2021
Q3 | $3.79M | Buy |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $2.74M | Sell |
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|
2020
Q3 | $2.58M | Buy |
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|
2020
Q2 | $2.29M | Buy |
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|
2020
Q1 | $2M | Buy |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $2.07M | Buy |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $833K | Buy |
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|
2018
Q1 | $359K | Buy |
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