Arete Wealth 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 | $521K | Sell |
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2025
Q1 | $538K | Sell |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $793K | Sell |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $757M | Sell |
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|
2022
Q3 | $707K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $766K | Buy |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $621K | Sell |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $437K | Sell |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $697K | Buy |
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|
2019
Q3 | $264K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $860K | Buy |
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|
2016
Q3 | $858K | Buy |
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|
2016
Q2 | $856K | Buy |
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|
2016
Q1 | $688K | Hold |
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|
2015
Q4 | $655K | Buy |
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