BCM Advisors’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 | $3.32M | Buy |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $3.88M | Sell |
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|
2024
Q1 | $3.82M | Sell |
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|
2023
Q4 | $3.83M | Sell |
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|
2023
Q3 | $3.65M | Buy |
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|
2023
Q2 | $3.64M | Hold |
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|
2023
Q1 | $3.62M | Hold |
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|
2022
Q4 | $3.53M | Hold |
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|
2022
Q3 | $3.51M | Sell |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $3.97M | Sell |
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|
2021
Q4 | $3.97M | Sell |
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|
2021
Q3 | $4.06M | Sell |
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|
2021
Q2 | $4.31M | Sell |
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|
2021
Q1 | $4.33M | Sell |
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|
2020
Q4 | $49.9M | Buy |
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|
2020
Q3 | $44.5M | Sell |
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|
2020
Q2 | $47.8M | Buy |
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|
2020
Q1 | $28.2M | Buy |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $371K | Hold |
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|
2019
Q2 | $357K | Hold |
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|
2019
Q1 | $340K | Hold |
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|
2018
Q4 | $303K | Hold |
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|
2018
Q3 | $330K | Hold |
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|
2018
Q2 | $308K | Sell |
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|
2018
Q1 | $311K | Sell |
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|
2017
Q4 | $526K | Sell |
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|
2017
Q3 | $575K | Buy |
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|
2017
Q2 | $356K | Hold |
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|
2017
Q1 | $348K | Sell |
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|
2016
Q4 | $556K | Buy |
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