Advisornet Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
5,112
-823
| -14% | -$77.3K | 0.03% | 370 |
|
|
2025
Q1 | $556K | Sell |
5,935
-12
| -0.2% | -$1.12K | 0.04% | 332 |
|
|
2024
Q4 | $528K | Buy |
5,947
+450
| +8% | +$40K | 0.04% | 302 |
|
|
2024
Q3 | $502K | Sell |
5,497
-14
| -0.3% | -$1.28K | 0.04% | 329 |
|
|
2024
Q2 | $463K | Sell |
5,511
-531
| -9% | -$44.6K | 0.04% | 318 |
|
|
2024
Q1 | $505K | Sell |
6,042
-15,662
| -72% | -$1.31M | 0.05% | 306 |
|
|
2023
Q4 | $1.69M | Sell |
21,704
-10,709
| -33% | -$836K | 0.16% | 153 |
|
|
2023
Q3 | $2.35M | Sell |
32,413
-2,433
| -7% | -$176K | 0.21% | 110 |
|
|
2023
Q2 | $2.59M | Buy |
34,846
+242
| +0.7% | +$18K | 0.22% | 109 |
|
|
2023
Q1 | $2.52M | Buy |
34,604
+4,452
| +15% | +$324K | 0.23% | 104 |
|
|
2022
Q4 | $2.17M | Buy |
30,152
+1,916
| +7% | +$138K | 0.21% | 110 |
|
|
2022
Q3 | $1.87M | Buy |
28,236
+3,132
| +12% | +$207K | 0.19% | 128 |
|
|
2022
Q2 | $1.76M | Sell |
25,104
-3,311
| -12% | -$233K | 0.17% | 144 |
|
|
2022
Q1 | $2.2M | Sell |
28,415
-235
| -0.8% | -$18.2K | 0.14% | 146 |
|
|
2021
Q4 | $2.32M | Buy |
28,650
+12,722
| +80% | +$1.03M | 0.14% | 139 |
|
|
2021
Q3 | $1.17M | Sell |
15,928
-374
| -2% | -$27.5K | 0.08% | 208 |
|
|
2021
Q2 | $1.2M | Sell |
16,302
-10,186
| -38% | -$750K | 0.08% | 225 |
|
|
2021
Q1 | $1.83M | Sell |
26,488
-12,265
| -32% | -$849K | 0.13% | 163 |
|
|
2020
Q4 | $2.63M | Sell |
38,753
-1,018
| -3% | -$69.1K | 0.21% | 103 |
|
|
2020
Q3 | $2.54M | Sell |
39,771
-1,916
| -5% | -$122K | 0.22% | 103 |
|
|
2020
Q2 | $2.53M | Buy |
41,687
+18,247
| +78% | +$1.11M | 0.2% | 113 |
|
|
2020
Q1 | $1.27M | Buy |
23,440
+10,088
| +76% | +$545K | 0.12% | 159 |
|
|
2019
Q4 | $876K | Buy |
13,352
+4,939
| +59% | +$324K | 0.07% | 237 |
|
|
2019
Q3 | $539K | Sell |
8,413
-926
| -10% | -$59.3K | 0.05% | 312 |
|
|
2019
Q2 | $576K | Buy |
9,339
+8,595
| +1,155% | +$530K | 0.06% | 282 |
|
|
2019
Q1 | $44K | Buy |
744
+73
| +11% | +$4.32K | 0.01% | 773 |
|
|
2018
Q4 | $35K | Sell |
671
-220
| -25% | -$11.5K | ﹤0.01% | 773 |
|
|
2018
Q3 | $51K | Sell |
891
-658
| -42% | -$37.7K | 0.01% | 713 |
|
|
2018
Q2 | $82K | Buy |
1,549
+1,285
| +487% | +$68K | 0.01% | 572 |
|
|
2018
Q1 | $14K | Buy |
264
+223
| +544% | +$11.8K | ﹤0.01% | 1013 |
|
|
2017
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 1190 |
|