AIMZ Investment Advisors’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 | $753K | Hold |
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2025
Q1 | $752K | Hold |
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|
2024
Q4 | $712K | Hold |
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|
2024
Q3 | $733K | Hold |
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|
2024
Q2 | $674K | Hold |
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|
2024
Q1 | $671K | Hold |
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|
2023
Q4 | $626K | Hold |
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|
2023
Q3 | $581K | Hold |
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|
2023
Q2 | $596K | Hold |
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|
2023
Q1 | $584K | Hold |
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|
2022
Q4 | $579K | Hold |
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|
2022
Q3 | $530K | Hold |
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|
2022
Q2 | $563K | Hold |
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|
2022
Q1 | $622K | Hold |
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|
2021
Q4 | $649K | Hold |
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|
2021
Q3 | $590K | Hold |
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|
2021
Q2 | $591K | Hold |
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|
2021
Q1 | $555K | Hold |
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|
2020
Q4 | $545K | Hold |
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|
2020
Q3 | $511K | Buy |
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|
2020
Q2 | $485K | Sell |
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|
2020
Q1 | $433K | Hold |
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|
2019
Q4 | $526K | Hold |
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|
2019
Q3 | $514K | Hold |
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|
2019
Q2 | $495K | Hold |
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|
2019
Q1 | $472K | Hold |
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|
2018
Q4 | $420K | Hold |
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|
2018
Q3 | $458K | Hold |
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|
2018
Q2 | $427K | Hold |
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|
2018
Q1 | $417K | Hold |
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|
2017
Q4 | $424K | Hold |
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|
2017
Q3 | $404K | Hold |
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|
2017
Q2 | $393K | Hold |
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|
2017
Q1 | $383K | Hold |
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|
2016
Q4 | $363K | Hold |
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|
2016
Q3 | $365K | Buy |
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|
2016
Q2 | $370K | Sell |
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|
2016
Q1 | $2.24M | Buy |
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|
2015
Q4 | $836K | Sell |
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|
2015
Q3 | $990K | Sell |
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|
2015
Q2 | $1.33M | Hold |
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|
2015
Q1 | $1.36M | Hold |
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|
2014
Q4 | $1.33M | Buy |
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