Aptus 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
Q2 | $7.06M | Sell |
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|
2025
Q1 | $7.08M | Sell |
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|
2024
Q4 | $7.97M | Buy |
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|
2024
Q3 | $5.12M | Sell |
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|
2024
Q2 | $5.73M | Sell |
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|
2024
Q1 | $8.89M | Buy |
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|
2023
Q4 | $152K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $75.2K | Sell |
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|
2022
Q3 | $76K | Buy |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $71K | Sell |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $1.98M | Buy |
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|
2020
Q3 | $1.84M | Hold |
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|
2020
Q2 | $1.75M | Sell |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $3.75M | Buy |
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|
2019
Q3 | $3.66M | Buy |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $1.68M | Buy |
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