Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.39M | Sell |
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|
2021
Q2 | $2.53M | Sell |
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|
2021
Q1 | $2.55M | Sell |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $2.41M | Sell |
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|
2020
Q2 | $2.54M | Sell |
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|
2020
Q1 | $2.76M | Sell |
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|
2019
Q4 | $3.99M | Buy |
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|
2019
Q3 | $3.89M | Buy |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $737K | Buy |
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|
2018
Q4 | $612K | Buy |
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|
2018
Q3 | $511K | Buy |
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|
2018
Q2 | $198K | Sell |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $123K | Sell |
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|
2017
Q3 | $154K | Buy |
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|
2017
Q2 | $149K | Sell |
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|
2017
Q1 | $152K | Buy |
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|
2016
Q4 | $115K | Hold |
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|
2016
Q3 | $116K | Hold |
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|
2016
Q2 | $118K | Buy |
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|
2016
Q1 | $88K | Buy |
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|
2015
Q4 | $79K | Hold |
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|
2015
Q3 | $75K | Sell |
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|
2015
Q2 | $117K | Buy |
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|
2015
Q1 | $99K | Buy |
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