Arkadios 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 | $6.24M | Buy |
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|
2025
Q1 | $5.78M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $268K | Buy |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $89.8K | Buy |
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|
2020
Q2 | $82.2K | Sell |
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|
2020
Q1 | $74K | Buy |
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|
2019
Q4 | $7.35K | Buy |
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