Avantax Advisory Services’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 | $22.3M | Buy |
|
|||||
|
2025
Q1 | $21.8M | Buy |
|
|||||
|
2024
Q4 | $20.4M | Buy |
|
|||||
|
2024
Q3 | $20.7M | Sell |
|
|||||
|
2024
Q2 | $19.7M | Sell |
|
|||||
|
2024
Q1 | $20.6M | Sell |
|
|||||
|
2023
Q4 | $22.7M | Sell |
|
|||||
|
2023
Q3 | $23.2M | Sell |
|
|||||
|
2023
Q2 | $25.3M | Sell |
|
|||||
|
2023
Q1 | $24.9M | Sell |
|
|||||
|
2022
Q4 | $24.8M | Sell |
|
|||||
|
2022
Q3 | $23.4M | Sell |
|
|||||
|
2022
Q2 | $26.8M | Sell |
|
|||||
|
2022
Q1 | $31.2M | Sell |
|
|||||
|
2021
Q4 | $52.7M | Sell |
|
|||||
|
2021
Q3 | $52.4M | Buy |
|
|||||
|
2021
Q2 | $50.5M | Buy |
|
|||||
|
2021
Q1 | $46.2M | Sell |
|
|||||
|
2020
Q4 | $56.8M | Sell |
|
|||||
|
2020
Q3 | $60.3M | Buy |
|
|||||
|
2020
Q2 | $43.9M | Buy |
|
|||||
|
2020
Q1 | $24.8M | Sell |
|
|||||
|
2019
Q4 | $32.7M | Buy |
|
|||||
|
2019
Q3 | $16.7M | Buy |
|
|||||
|
2019
Q2 | $12.9M | Buy |
|
|||||
|
2019
Q1 | $11.3M | Buy |
|
|||||
|
2018
Q4 | $9.77M | Buy |
|