Commonwealth Equity Services’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 | $207M | Buy |
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|
2025
Q1 | $205M | Buy |
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|
2024
Q4 | $189M | Sell |
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|
2024
Q3 | $197M | Sell |
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|
2024
Q2 | $195M | Sell |
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|
2024
Q1 | $202M | Sell |
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|
2023
Q4 | $203M | Sell |
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|
2023
Q3 | $201M | Sell |
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|
2023
Q2 | $226M | Sell |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $225M | Buy |
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|
2022
Q3 | $203M | Sell |
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|
2022
Q2 | $219M | Sell |
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|
2022
Q1 | $248M | Sell |
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|
2021
Q4 | $269M | Sell |
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|
2021
Q3 | $248M | Sell |
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|
2021
Q2 | $257M | Sell |
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|
2021
Q1 | $280M | Sell |
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|
2020
Q4 | $328M | Sell |
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|
2020
Q3 | $334M | Sell |
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|
2020
Q2 | $343M | Sell |
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|
2020
Q1 | $323M | Buy |
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|
2019
Q4 | $357M | Buy |
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|
2019
Q3 | $306M | Buy |
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|
2019
Q2 | $221M | Buy |
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|
2019
Q1 | $182M | Buy |
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|
2018
Q4 | $127M | Buy |
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|
2018
Q3 | $123M | Buy |
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|
2018
Q2 | $109M | Buy |
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|
2018
Q1 | $97.9M | Buy |
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|
2017
Q4 | $96.3M | Sell |
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|
2017
Q3 | $92.3M | Buy |
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|
2017
Q2 | $84.8M | Buy |
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|
2017
Q1 | $76.5M | Sell |
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|
2016
Q4 | $80.8M | Sell |
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|
2016
Q3 | $116M | Buy |
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|
2016
Q2 | $109M | Buy |
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|
2016
Q1 | $78.2M | Buy |
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|
2015
Q4 | $31.8M | Buy |
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|
2015
Q3 | $24.7M | Sell |
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|
2015
Q2 | $29M | Buy |
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|
2015
Q1 | $22.8M | Buy |
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|
2014
Q4 | $4.3M | Buy |
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|
2014
Q3 | $2.27M | Buy |
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|
2014
Q2 | $1.83M | Sell |
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|
2014
Q1 | $1.82M | Sell |
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|
2013
Q4 | $6.01M | Buy |
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|
2013
Q3 | $3.55M | Buy |
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|
2013
Q2 | $1.32M | Buy |
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