Atlas Private 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 | $2.26M | Buy |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $5.43M | Sell |
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|
2021
Q3 | $6.03M | Sell |
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|
2021
Q2 | $6.25M | Buy |
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|
2021
Q1 | $5.14M | Buy |
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|
2020
Q4 | $4.08M | Buy |
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|
2020
Q3 | $3.62M | Sell |
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|
2020
Q2 | $3.84M | Buy |
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