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

Barrett Asset Management’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$12K – 376
2019
Q2 		$12K Hold
200
– – ﹤0.01% 305
2019
Q1 		$12K Hold
200
– – ﹤0.01% 315
2018
Q4 		$10K Hold
200
– – ﹤0.01% 317
2018
Q3 		$11K Buy
+200
New +$11K ﹤0.01% 323