Apella Capital’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
Q2 | $15.7M | Sell |
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2025
Q1 | $17.9M | Sell |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $29M | Buy |
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|
2024
Q2 | $26.4M | Buy |
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|
2024
Q1 | $25.5M | Sell |
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|
2023
Q4 | $24.8M | Sell |
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|
2023
Q3 | $24.3M | Buy |
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|
2023
Q2 | $24.8M | Buy |
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|
2022
Q4 | $20.2M | Buy |
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|
2022
Q3 | $15.5M | Buy |
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|
2022
Q2 | $14.4M | Buy |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $6.41M | Buy |
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|
2021
Q2 | $4.4M | Buy |
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|
2021
Q1 | $2.87M | Buy |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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