Advisors Capital Management’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
Q2 | $231K | Sell |
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2025
Q1 | $263K | Sell |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $690K | Sell |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $705K | Sell |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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