BAM
BTS Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-112,941
| Closed | -$8.39M | – | 40 |
|
|
2023
Q2 | $8.39M | Buy |
+112,941
| New | +$8.39M | 4.24% | 5 |
|
|
2022
Q1 | – | Sell |
-228,577
| Closed | -$18.5M | – | 35 |
|
|
2021
Q4 | $18.5M | Buy |
+228,577
| New | +$18.5M | 6.63% | 4 |
|
|
2020
Q4 | $10.7M | Buy |
+152,648
| New | +$10.7M | 2.11% | 5 |
|