Bell Investment 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
Q3 | $3.66M | Sell |
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|
2025
Q2 | $3.61M | Buy |
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|
2025
Q1 | $3.6M | Sell |
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|
2024
Q4 | $3.41M | Sell |
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|
2024
Q3 | $3.52M | Buy |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.35M | Sell |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.62M | Buy |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.56M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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