Baker Avenue Asset 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
Q3 | $230K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $73.8K | Buy |
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|
2023
Q2 | $70.9K | Sell |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $75.1K | Sell |
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|
2022
Q3 | $326K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11.1M | Buy |
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