Aevitas Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $131K | Buy |
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|
2018
Q4 | $117K | Buy |
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|
2018
Q3 | $126K | Buy |
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|
2018
Q2 | $117K | Hold |
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|
2018
Q1 | $115K | Buy |
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|
2017
Q4 | $116K | Buy |
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