Allworth Financial’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 | $7.38M | Buy |
|
|||||
|
2025
Q1 | $5.49M | Buy |
|
|||||
|
2024
Q4 | $5.46M | Buy |
|
|||||
|
2024
Q3 | $5.42M | Sell |
|
|||||
|
2024
Q2 | $5.33M | Sell |
|
|||||
|
2024
Q1 | $5.86M | Buy |
|
|||||
|
2023
Q4 | $5.13M | Sell |
|
|||||
|
2023
Q3 | $5.58M | Sell |
|
|||||
|
2023
Q2 | $7.65M | Sell |
|
|||||
|
2023
Q1 | $9.28M | Buy |
|
|||||
|
2022
Q4 | $4.97M | Sell |
|
|||||
|
2022
Q3 | $4.79M | Buy |
|
|||||
|
2022
Q2 | $4.55M | Buy |
|
|||||
|
2022
Q1 | $4.99M | Sell |
|
|||||
|
2021
Q4 | $5.47M | Sell |
|
|||||
|
2021
Q3 | $5.25M | Buy |
|
|||||
|
2021
Q2 | $4.84M | Sell |
|
|||||
|
2021
Q1 | $4.63M | Buy |
|
|||||
|
2020
Q4 | $4.49M | Sell |
|
|||||
|
2020
Q3 | $4.69M | Sell |
|
|||||
|
2020
Q2 | $4.89M | Sell |
|
|||||
|
2020
Q1 | $4.61M | Sell |
|
|||||
|
2019
Q4 | $5.85M | Buy |
|
|||||
|
2019
Q3 | $5.66M | Sell |
|
|||||
|
2019
Q2 | $5.63M | Buy |
|
|||||
|
2019
Q1 | $5.27M | Sell |
|
|||||
|
2018
Q4 | $4.92M | Sell |
|
|||||
|
2018
Q3 | $5.81M | Sell |
|
|||||
|
2018
Q2 | $5.55M | Sell |
|
|||||
|
2018
Q1 | $6.08M | Sell |
|
|||||
|
2017
Q4 | $7.43M | Sell |
|
|||||
|
2017
Q3 | $8.74M | Buy |
|
|||||
|
2017
Q2 | $7.57M | Sell |
|
|||||
|
2017
Q1 | $9.63M | Sell |
|
|||||
|
2016
Q4 | $65.4M | Buy |
|
|||||
|
2016
Q3 | $60.9M | Buy |
|
|||||
|
2016
Q2 | $57.4M | Buy |
|
|||||
|
2016
Q1 | $39.6M | Buy |
|
|||||
|
2015
Q4 | $25.3M | Buy |
|
|||||
|
2015
Q3 | $2.22M | Buy |
|
|||||
|
2015
Q2 | $1.69M | Buy |
|
|||||
|
2015
Q1 | $1.4M | Buy |
|
|||||
|
2014
Q4 | $914K | Buy |
|
|||||
|
2014
Q3 | $296K | Buy |
|