American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.98M | Buy |
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|
2016
Q3 | $2.79M | Buy |
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|
2016
Q2 | $2.44M | Buy |
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|
2016
Q1 | $1.78M | Buy |
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|
2015
Q4 | $933K | Buy |
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|
2015
Q3 | $879K | Buy |
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|
2015
Q2 | $594K | Buy |
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|
2015
Q1 | $599K | Buy |
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|
2014
Q4 | $561K | Buy |
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|
2014
Q3 | $452K | Sell |
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|
2014
Q2 | $466K | Buy |
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|
2014
Q1 | $436K | Buy |
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|
2013
Q4 | $424K | Buy |
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