Avior Wealth Management’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 | $2.13M | Buy |
|
|||||
|
2025
Q1 | $1.88M | Sell |
|
|||||
|
2024
Q4 | $1.83M | Sell |
|
|||||
|
2024
Q3 | $1.9M | Sell |
|
|||||
|
2024
Q2 | $1.95M | Buy |
|
|||||
|
2024
Q1 | $1.85M | Sell |
|
|||||
|
2023
Q4 | $1.76M | Sell |
|
|||||
|
2023
Q3 | $1.9M | Sell |
|
|||||
|
2023
Q2 | $2.03M | Buy |
|
|||||
|
2023
Q1 | $1.76M | Sell |
|
|||||
|
2022
Q4 | $1.84M | Sell |
|
|||||
|
2022
Q3 | $1.7M | Buy |
|
|||||
|
2022
Q2 | $104K | Sell |
|
|||||
|
2022
Q1 | $126K | Buy |
|
|||||
|
2021
Q4 | $69K | Buy |
|
|||||
|
2021
Q3 | $50K | Sell |
|
|||||
|
2021
Q2 | $68K | Sell |
|
|||||
|
2021
Q1 | $95K | Buy |
|
|||||
|
2020
Q4 | $57K | Sell |
|
|||||
|
2020
Q3 | $68K | Sell |
|
|||||
|
2020
Q2 | $655K | Sell |
|
|||||
|
2020
Q1 | $922K | Sell |
|
|||||
|
2019
Q4 | $7.12M | Sell |
|
|||||
|
2019
Q3 | $8.79M | Sell |
|
|||||
|
2019
Q2 | $9.8M | Buy |
|