Aveo Capital Partners’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
Q1 | – | Sell |
-3,598
| Closed | -$319K | – | 330 |
|
|
2024
Q4 | $319K | Buy |
3,598
+129
| +4% | +$11.8K | 0.04% | 271 |
|
|
2024
Q3 | $317K | Sell |
3,469
-70
| -2% | -$6.17K | 0.03% | 270 |
|
|
2024
Q2 | $297K | Sell |
3,539
-91
| -3% | -$7.5K | 0.03% | 261 |
|
|
2024
Q1 | $294K | Sell |
3,630
-3,191
| -47% | -$257K | 0.03% | 297 |
|
|
2023
Q4 | $532K | Buy |
6,821
+1,265
| +23% | +$94.4K | 0.06% | 199 |
|
|
2023
Q3 | $402K | Sell |
5,556
-143
| -3% | -$10.7K | 0.05% | 224 |
|
|
2023
Q2 | $424K | Sell |
5,699
-21
| -0.4% | -$1.53K | 0.05% | 226 |
|
|
2023
Q1 | $416K | Buy |
5,720
+326
| +6% | +$23.4K | 0.06% | 217 |
|
|
2022
Q4 | $389K | Buy |
5,394
+437
| +9% | +$31.1K | 0.06% | 223 |
|
|
2022
Q3 | $328K | Buy |
4,957
+10
| +0.2% | +$721 | 0.06% | 202 |
|
|
2022
Q2 | $347K | Sell |
4,947
-571
| -10% | -$41.8K | 0.06% | 211 |
|
|
2022
Q1 | $428K | Buy |
5,518
+126
| +2% | +$9.54K | 0.08% | 192 |
|
|
2021
Q4 | $436K | Sell |
5,392
-515
| -9% | -$39.9K | 0.08% | 189 |
|
|
2021
Q3 | $434K | Buy |
5,907
+684
| +13% | +$52.1K | 0.09% | 172 |
|
|
2021
Q2 | $384K | Sell |
5,223
-2,332
| -31% | -$168K | 0.08% | 186 |
|
|
2021
Q1 | $523K | Buy |
7,555
+3,235
| +75% | +$219K | 0.13% | 137 |
|
|
2020
Q4 | $293K | Sell |
4,320
-6,681
| -61% | -$440K | 0.45% | 51 |
|
|
2020
Q3 | $701K | Buy |
11,001
+6,752
| +159% | +$428K | 0.25% | 85 |
|
|
2020
Q2 | $258K | Sell |
4,249
-6,301
| -60% | -$374K | 0.52% | 45 |
|
|
2020
Q1 | $570K | Sell |
10,550
-4,019
| -28% | -$255K | 0.28% | 76 |
|
|
2019
Q4 | $956K | Buy |
14,569
+532
| +4% | +$34.2K | 0.38% | 67 |
|
|
2019
Q3 | $892K | Sell |
14,037
-5,629
| -29% | -$357K | 0.37% | 72 |
|
|
2019
Q2 | $1.24M | Buy |
19,666
+10,646
| +118% | +$639K | 0.54% | 58 |
|
|
2019
Q1 | $530K | Buy |
9,020
+2,418
| +37% | +$135K | 0.24% | 86 |
|
|
2018
Q4 | $346K | Sell |
6,602
-3,618
| -35% | -$199K | 0.17% | 84 |
|
|
2018
Q3 | $564K | Buy |
10,220
+3,340
| +49% | +$186K | 0.25% | 63 |
|
|
2018
Q2 | $366K | Sell |
6,880
-2,729
| -28% | -$144K | 0.16% | 90 |
|
|
2018
Q1 | $499K | Sell |
9,609
-7,137
| -43% | -$378K | 0.21% | 68 |
|
|
2017
Q4 | $884K | Buy |
16,746
+517
| +3% | +$26.8K | 0.29% | 46 |
|
|
2017
Q3 | $817K | Buy |
16,229
+1,176
| +8% | +$58.6K | 0.28% | 46 |
|
|
2017
Q2 | $737K | Sell |
15,053
-9,167
| -38% | -$446K | 0.26% | 49 |
|
|
2017
Q1 | $1.16M | Sell |
24,220
-527
| -2% | -$24.7K | 0.42% | 39 |
|
|
2016
Q4 | $1.12M | Buy |
+24,747
| New | +$1.1M | 0.32% | 57 |
|
Other funds holding USMV
Aveo Capital Partners's USMV Position: Q1 2025 in Review
Aveo Capital Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 3,598 shares — an estimated $319K sold.
Aveo Capital Partners first reported a position in USMV in Q4 2016 and held it in 33 quarters. The position peaked at $1.24M in Q2 2019. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.
- Aveo Capital Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 3,598 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $319K.
- Aveo Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and held it in 33 quarters.
- Aveo Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.24M in Q2 2019.
- 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.