Cerity Partners OCIO’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $104M | Sell |
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|
2022
Q3 | $113M | Sell |
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2022
Q2 | $121M | Sell |
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|
2022
Q1 | $135M | Buy |
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|
2021
Q4 | $138M | Sell |
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|
2021
Q3 | $129M | Buy |
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|
2021
Q2 | $126M | Buy |
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|
2021
Q1 | $115M | Buy |
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|
2020
Q4 | $97.9M | Buy |
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|
2020
Q3 | $89M | Buy |
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|
2020
Q2 | $83.8M | Buy |
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|
2020
Q1 | $71.8M | Buy |
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|
2019
Q4 | $88.4M | Buy |
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|
2019
Q3 | $80M | Buy |
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|
2019
Q2 | $74.8M | Buy |
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|
2019
Q1 | $67.6M | Buy |
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|
2018
Q4 | $54.8M | Sell |
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|
2018
Q3 | $61.1M | Buy |
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|
2018
Q2 | $53M | Buy |
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|
2018
Q1 | $49.2M | Buy |
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|
2017
Q4 | $47.1M | Buy |
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|
2017
Q3 | $42M | Buy |
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|
2017
Q2 | $38.6M | Buy |
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|
2017
Q1 | $34.8M | Buy |
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|
2016
Q4 | $30.1M | Buy |
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