AIA

AIMZ Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

AIMZ Investment Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$753K	Hold	8,024	–	–	0.25%	75
2025 Q1	$752K	Hold	8,024	–	–	0.26%	70
2024 Q4	$712K	Hold	8,024	–	–	0.25%	73
2024 Q3	$733K	Hold	8,024	–	–	0.25%	74
2024 Q2	$674K	Hold	8,024	–	–	0.24%	75
2024 Q1	$671K	Hold	8,024	–	–	0.25%	76
2023 Q4	$626K	Hold	8,024	–	–	0.25%	73
2023 Q3	$581K	Hold	8,024	–	–	0.26%	71
2023 Q2	$596K	Hold	8,024	–	–	0.26%	72
2023 Q1	$584K	Hold	8,024	–	–	0.26%	74
2022 Q4	$579K	Hold	8,024	–	–	0.27%	74
2022 Q3	$530K	Hold	8,024	–	–	0.27%	75
2022 Q2	$563K	Hold	8,024	–	–	0.27%	74
2022 Q1	$622K	Hold	8,024	–	–	0.26%	79
2021 Q4	$649K	Hold	8,024	–	–	0.25%	80
2021 Q3	$590K	Hold	8,024	–	–	0.27%	79
2021 Q2	$591K	Hold	8,024	–	–	0.27%	77
2021 Q1	$555K	Hold	8,024	–	–	0.27%	78
2020 Q4	$545K	Hold	8,024	–	–	0.29%	75
2020 Q3	$511K	Buy	8,024 +24	+0.3%	+$1.53K	0.31%	72
2020 Q2	$485K	Sell	8,000 -24	-0.3%	-$1.46K	0.31%	70
2020 Q1	$433K	Hold	8,024	–	–	0.34%	69
2019 Q4	$526K	Hold	8,024	–	–	0.34%	72
2019 Q3	$514K	Hold	8,024	–	–	0.35%	69
2019 Q2	$495K	Hold	8,024	–	–	0.34%	70
2019 Q1	$472K	Hold	8,024	–	–	0.32%	72
2018 Q4	$420K	Hold	8,024	–	–	0.32%	71
2018 Q3	$458K	Hold	8,024	–	–	0.29%	73
2018 Q2	$427K	Hold	8,024	–	–	0.3%	73
2018 Q1	$417K	Hold	8,024	–	–	0.3%	74
2017 Q4	$424K	Hold	8,024	–	–	0.32%	72
2017 Q3	$404K	Hold	8,024	–	–	0.33%	74
2017 Q2	$393K	Hold	8,024	–	–	0.33%	76
2017 Q1	$383K	Hold	8,024	–	–	0.32%	76
2016 Q4	$363K	Hold	8,024	–	–	0.32%	77
2016 Q3	$365K	Buy	8,024 +24	+0.3%	+$1.09K	0.33%	77
2016 Q2	$370K	Sell	8,000 -44,900	-85%	-$2.08M	0.34%	78
2016 Q1	$2.24M	Buy	52,900 +32,900	+165%	+$1.39M	0.98%	38
2015 Q4	$836K	Sell	20,000 -5,000	-20%	-$209K	0.76%	50
2015 Q3	$990K	Sell	25,000 -7,900	-24%	-$313K	0.91%	42
2015 Q2	$1.33M	Hold	32,900	–	–	1.15%	34
2015 Q1	$1.36M	Hold	32,900	–	–	1.16%	31
2014 Q4	$1.33M	Buy	+32,900	New	+$1.33M	1.19%	30