Wolff Wiese Magana’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 | $136K | Hold |
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|
2025
Q2 | $134K | Hold |
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|
2025
Q1 | $134K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $120K | Hold |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $142K | Hold |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $180K | Hold |
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|
2022
Q4 | $179K | Hold |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $189K | Hold |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $207K | Hold |
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|
2020
Q4 | $203K | Buy |
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