Ameritas Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
29,687
-40,006
| -57% | -$3.76M | 0.15% | 146 |
|
|
2025
Q1 | $6.27M | Buy |
69,693
+6,546
| +10% | +$589K | 0.25% | 82 |
|
|
2024
Q4 | $5.61M | Sell |
63,147
-28,729
| -31% | -$2.55M | 0.19% | 108 |
|
|
2024
Q3 | $8.39M | Buy |
91,876
+22,223
| +32% | +$2.03M | 0.36% | 55 |
|
|
2024
Q2 | $5.85M | Buy |
69,653
+8,459
| +14% | +$710K | 0.22% | 96 |
|
|
2024
Q1 | $4.97M | Buy |
61,194
+14,195
| +30% | +$1.15M | 0.2% | 100 |
|
|
2023
Q4 | $3.74M | Sell |
46,999
-43,743
| -48% | -$3.48M | 0.21% | 102 |
|
|
2023
Q3 | $6.61M | Buy |
90,742
+19,564
| +27% | +$1.43M | 0.33% | 55 |
|
|
2023
Q2 | $5.22M | Sell |
71,178
-27,813
| -28% | -$2.04M | 0.67% | 29 |
|
|
2023
Q1 | $7.23M | Sell |
98,991
-35,245
| -26% | -$2.58M | 0.36% | 53 |
|
|
2022
Q4 | $9.68M | Buy |
134,236
+31,087
| +30% | +$2.24M | 0.45% | 45 |
|
|
2022
Q3 | $6.82M | Buy |
103,149
+10,540
| +11% | +$697K | 0.41% | 48 |
|
|
2022
Q2 | $6.5M | Sell |
92,609
-19,478
| -17% | -$1.37M | 0.38% | 52 |
|
|
2022
Q1 | $8.7M | Sell |
112,087
-17,282
| -13% | -$1.34M | 0.32% | 57 |
|
|
2021
Q4 | $10.5M | Buy |
+129,369
| New | +$10.5M | 0.38% | 54 |
|