55I LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $76.2M | Buy |
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2022
Q2 | $57.6M | Buy |
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2022
Q1 | $61.4M | Buy |
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|
2021
Q4 | $51.4M | Buy |
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|
2021
Q3 | $15M | Sell |
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|
2021
Q2 | $15.8M | Buy |
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|
2021
Q1 | $14.1M | Sell |
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|
2020
Q4 | $21.1M | Buy |
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|
2020
Q3 | $16.1M | Buy |
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|
2020
Q2 | $6.11M | Buy |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $300K | Buy |
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