Anderson Hoagland & Co’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 | $12.7M | Sell |
135,357
-42
| -0% | -$3.94K | 1.21% | 22 |
|
|
2025
Q1 | $11.6M | Sell |
135,399
-110
| -0.1% | -$9.4K | 1.37% | 21 |
|
|
2024
Q4 | $12.2M | Sell |
135,509
-7,720
| -5% | -$694K | 1.25% | 21 |
|
|
2024
Q3 | $13M | Sell |
143,229
-1,850
| -1% | -$169K | 1.33% | 18 |
|
|
2024
Q2 | $12.2M | Buy |
145,079
+4,469
| +3% | +$375K | 1.28% | 21 |
|
|
2024
Q1 | $11.5M | Buy |
140,610
+1,270
| +0.9% | +$104K | 1.29% | 21 |
|
|
2023
Q4 | $10.9M | Buy |
139,340
+2,721
| +2% | +$214K | 1.34% | 24 |
|
|
2023
Q3 | $9.89M | Buy |
136,619
+10,610
| +8% | +$768K | 1.32% | 22 |
|
|
2023
Q2 | $9.37M | Buy |
126,009
+9,575
| +8% | +$712K | 1.2% | 23 |
|
|
2023
Q1 | $8.47M | Buy |
116,434
+2,170
| +2% | +$158K | 1.22% | 23 |
|
|
2022
Q4 | $8.18M | Sell |
114,264
-3,455
| -3% | -$247K | 1.19% | 24 |
|
|
2022
Q3 | $7.78M | Sell |
117,719
-45,076
| -28% | -$2.98M | 1.25% | 24 |
|
|
2022
Q2 | $11.7M | Sell |
162,795
-9,642
| -6% | -$690K | 1.75% | 18 |
|
|
2022
Q1 | $13.4M | Buy |
172,437
+7,292
| +4% | +$566K | 1.72% | 17 |
|
|
2021
Q4 | $12.5M | Buy |
165,145
+91,702
| +125% | +$6.93M | 1.64% | 18 |
|
|
2021
Q3 | $5.4M | Buy |
73,443
+6,262
| +9% | +$460K | 0.69% | 39 |
|
|
2021
Q2 | $4.95M | Sell |
67,181
-2,691
| -4% | -$198K | 0.63% | 46 |
|
|
2021
Q1 | $4.83M | Sell |
69,872
-2,154
| -3% | -$149K | 0.68% | 44 |
|
|
2020
Q4 | $4.89M | Buy |
+72,026
| New | +$4.89M | 0.78% | 40 |
|