Ameritas Investment Partners’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 | $59K | Buy |
628
+2
| +0.3% | +$188 | ﹤0.01% | 2085 |
|
|
2025
Q1 | $58.6K | Buy |
626
+2
| +0.3% | +$187 | ﹤0.01% | 2019 |
|
|
2024
Q4 | $55.4K | Buy |
624
+3
| +0.5% | +$266 | ﹤0.01% | 2117 |
|
|
2024
Q3 | $56.7K | Buy |
+621
| New | +$56.7K | ﹤0.01% | 2118 |
|
|
2023
Q2 | – | Sell |
-175
| Closed | -$12.7K | – | 3219 |
|
|
2023
Q1 | $12.7K | Hold |
175
| – | – | ﹤0.01% | 2635 |
|
|
2022
Q4 | $12.6K | Buy |
+175
| New | +$12.6K | ﹤0.01% | 2740 |
|
|
2019
Q4 | – | Sell |
-140
| Closed | -$8K | – | 3040 |
|
|
2019
Q3 | $8K | Sell |
140
-500
| -78% | -$28.6K | ﹤0.01% | 2822 |
|
|
2019
Q2 | $39K | Hold |
640
| – | – | ﹤0.01% | 2052 |
|
|
2019
Q1 | $37K | Hold |
640
| – | – | ﹤0.01% | 2054 |
|
|
2018
Q4 | $33K | Buy |
640
+230
| +56% | +$11.9K | ﹤0.01% | 2049 |
|
|
2018
Q3 | $23K | Hold |
410
| – | – | ﹤0.01% | 2445 |
|
|
2018
Q2 | $21K | Hold |
410
| – | – | ﹤0.01% | 2491 |
|
|
2018
Q1 | $21K | Hold |
410
| – | – | ﹤0.01% | 2402 |
|
|
2017
Q4 | $4K | Hold |
410
| – | – | ﹤0.01% | 2897 |
|
|
2017
Q3 | $20K | Hold |
410
| – | – | ﹤0.01% | 2418 |
|
|
2017
Q2 | $20K | Hold |
410
| – | – | ﹤0.01% | 2454 |
|
|
2017
Q1 | $19K | Hold |
410
| – | – | ﹤0.01% | 2439 |
|
|
2016
Q4 | $18K | Sell |
410
-25
| -6% | -$1.1K | ﹤0.01% | 1178 |
|
|
2016
Q3 | $19K | Sell |
435
-2,193
| -83% | -$95.8K | ﹤0.01% | 1162 |
|
|
2016
Q2 | $121K | Buy |
2,628
+2,393
| +1,018% | +$110K | 0.01% | 985 |
|
|
2016
Q1 | $10K | Sell |
235
-50
| -18% | -$2.13K | ﹤0.01% | 1128 |
|
|
2015
Q4 | $11K | Sell |
285
-50
| -15% | -$1.93K | ﹤0.01% | 1120 |
|
|
2015
Q3 | $13K | Hold |
335
| – | – | ﹤0.01% | 1062 |
|
|
2015
Q2 | $13K | Sell |
335
-80
| -19% | -$3.1K | ﹤0.01% | 1121 |
|
|
2015
Q1 | $17K | Hold |
415
| – | – | ﹤0.01% | 1144 |
|
|
2014
Q4 | $16K | Buy |
+415
| New | +$16K | ﹤0.01% | 1127 |
|