Baker Avenue Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Baker Avenue Asset Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$236K	Buy
2024 Q4	$207K	Buy
2023 Q4	–	Sell
2023 Q3	$73.8K	Buy
2023 Q2	$70.9K	Sell
2023 Q1	$376K	Buy
2022 Q4	$75.1K	Sell
2022 Q3	$326K	Buy
2015 Q1	–	Sell
2014 Q4	$11.1M	Buy