Asset Planning Services (Pennsylvania)’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
Q4 | $607K | Buy |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $550K | Sell |
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|
2021
Q1 | $4.69M | Buy |
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|
2020
Q4 | $4.6M | Sell |
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|
2020
Q3 | $4.65M | Sell |
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|
2020
Q2 | $4.52M | Buy |
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|
2020
Q1 | $3.9M | Buy |
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|
2019
Q4 | $4.96M | Buy |
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|
2019
Q3 | $4.59M | Buy |
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|
2019
Q2 | $3.89M | Buy |
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|
2019
Q1 | $2.25M | Buy |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $290K | Sell |
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|
2017
Q4 | $361K | Buy |
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|
2017
Q3 | $345K | Buy |
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|
2017
Q2 | $332K | Buy |
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|
2017
Q1 | $322K | Buy |
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|
2016
Q4 | $304K | Buy |
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|
2016
Q3 | $304K | Buy |
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|
2016
Q2 | $308K | Buy |
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|
2016
Q1 | $292K | Buy |
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|
2015
Q4 | $277K | Buy |
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|
2015
Q3 | $260K | Buy |
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|
2015
Q2 | $230K | Buy |
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