Choate 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
Q2 | $5.72M | Hold |
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|
2025
Q1 | $5.71M | Hold |
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|
2024
Q4 | $5.41M | Buy |
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|
2024
Q3 | $5.54M | Sell |
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|
2024
Q2 | $5.79M | Hold |
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|
2024
Q1 | $5.76M | Buy |
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|
2023
Q4 | $1.08M | Hold |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.02M | Sell |
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|
2022
Q1 | $3.43M | Hold |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $3.24M | Sell |
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|
2021
Q2 | $4.75M | Sell |
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|
2021
Q1 | $5.8M | Sell |
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|
2020
Q4 | $5.73M | Sell |
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|
2020
Q3 | $6.15M | Sell |
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|
2020
Q2 | $8.21M | Sell |
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|
2020
Q1 | $23.1M | Sell |
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|
2019
Q4 | $40.8M | Sell |
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|
2019
Q3 | $47.6M | Sell |
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|
2019
Q2 | $47.2M | Buy |
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|
2019
Q1 | $21.5M | Buy |
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|
2018
Q4 | $10.9M | Buy |
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|
2018
Q3 | $11.3M | Sell |
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|
2018
Q2 | $11.2M | Sell |
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|
2018
Q1 | $11.1M | Sell |
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|
2017
Q4 | $12.3M | Sell |
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|
2017
Q3 | $13.9M | Sell |
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|
2017
Q2 | $13.8M | Sell |
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|
2017
Q1 | $14.3M | Sell |
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|
2016
Q4 | $14.4M | Sell |
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|
2016
Q3 | $16.9M | Sell |
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|
2016
Q2 | $18.7M | Sell |
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|
2016
Q1 | $22.9M | Buy |
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|
2015
Q4 | $105M | Sell |
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|
2015
Q3 | $142M | Buy |
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|
2015
Q2 | $143M | Buy |
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|
2015
Q1 | $136M | Buy |
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|
2014
Q4 | $105M | Buy |
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|
2014
Q3 | $79.5M | Buy |
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|
2014
Q2 | $58.6M | Buy |
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|
2014
Q1 | $27.4M | Buy |
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|
2013
Q4 | $9.33M | Buy |
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|
2013
Q3 | $1.33M | Buy |
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