AIFAIM
American Institute for Advanced Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,308
| Closed | -$700K | – | 116 |
|
|
2020
Q4 | $700K | Sell |
10,308
-2,660
| -21% | -$181K | 0.56% | 52 |
|
|
2020
Q3 | $826K | Sell |
12,968
-1,225
| -9% | -$78K | 0.74% | 43 |
|
|
2020
Q2 | $861K | Buy |
14,193
+55
| +0.4% | +$3.34K | 0.81% | 42 |
|
|
2020
Q1 | $764K | Buy |
14,138
+2,645
| +23% | +$143K | 0.83% | 39 |
|
|
2019
Q4 | $754K | Buy |
+11,493
| New | +$754K | 0.73% | 43 |
|