Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $90K | Sell |
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|
2020
Q3 | $175K | Buy |
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|
2020
Q2 | $166K | Buy |
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|
2020
Q1 | $98K | Buy |
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|
2019
Q4 | $119K | Buy |
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|
2019
Q3 | $26K | Sell |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $438K | Buy |
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|
2018
Q4 | $388K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $3.24M | Sell |
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|
2017
Q4 | $11.1M | Buy |
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