ARS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $42.3M | Sell |
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2021
Q1 | $41.5M | Sell |
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|
2020
Q4 | $57M | Sell |
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|
2020
Q3 | $58.3M | Sell |
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|
2020
Q2 | $56.5M | Sell |
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|
2020
Q1 | $52.1M | Sell |
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|
2019
Q4 | $67.7M | Sell |
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|
2019
Q3 | $66.6M | Sell |
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|
2019
Q2 | $64.1M | Buy |
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|
2019
Q1 | $60.2M | Buy |
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|
2018
Q4 | $53.3M | Buy |
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|
2018
Q3 | $56.6M | Sell |
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|
2018
Q2 | $53.1M | Buy |
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|
2018
Q1 | $51.3M | Buy |
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|
2017
Q4 | $51.3M | Buy |
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|
2017
Q3 | $48.2M | Sell |
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|
2017
Q2 | $47.2M | Sell |
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|
2017
Q1 | $46.3M | Sell |
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|
2016
Q4 | $51.5M | Sell |
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|
2016
Q3 | $56.4M | Sell |
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|
2016
Q2 | $60.3M | Sell |
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|
2016
Q1 | $60M | Buy |
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|
2015
Q4 | $55.2M | Sell |
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|
2015
Q3 | $52.3M | Sell |
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|
2015
Q2 | $54.8M | Buy |
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|
2015
Q1 | $55M | Buy |
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|
2014
Q4 | $50.1M | Buy |
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|
2014
Q3 | $42.8M | Buy |
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|
2014
Q2 | $39M | Buy |
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|
2014
Q1 | $35M | Buy |
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|
2013
Q4 | $32.5M | Buy |
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