Anchor Capital Advisors’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
Q3 | $274K | Buy |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $298K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $519K | Hold |
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|
2020
Q4 | $509K | Hold |
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|
2020
Q3 | $478K | Hold |
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|
2020
Q2 | $455K | Hold |
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|
2020
Q1 | $405K | Hold |
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|
2019
Q4 | $492K | Sell |
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|
2019
Q3 | $508K | Hold |
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|
2019
Q2 | $490K | Hold |
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|
2019
Q1 | $466 | Buy |
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