Envestnet Asset Management’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 | $440M | Buy |
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|
2025
Q1 | $431M | Buy |
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|
2024
Q4 | $399M | Sell |
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|
2024
Q3 | $435M | Sell |
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|
2024
Q2 | $417M | Sell |
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|
2024
Q1 | $534M | Sell |
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|
2023
Q4 | $1.21B | Sell |
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|
2023
Q3 | $1.65B | Sell |
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|
2023
Q2 | $2.02B | Buy |
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|
2023
Q1 | $1.85B | Buy |
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|
2022
Q4 | $1.63B | Sell |
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|
2022
Q3 | $1.65B | Buy |
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|
2022
Q2 | $892M | Sell |
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|
2022
Q1 | $1.02B | Sell |
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|
2021
Q4 | $1.12B | Buy |
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|
2021
Q3 | $538M | Buy |
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|
2021
Q2 | $533M | Sell |
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|
2021
Q1 | $692M | Sell |
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|
2020
Q4 | $1.07B | Buy |
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|
2020
Q3 | $952M | Buy |
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|
2020
Q2 | $824M | Sell |
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|
2020
Q1 | $843M | Buy |
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|
2019
Q4 | $834M | Sell |
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|
2019
Q3 | $1.25B | Buy |
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|
2019
Q2 | $855M | Buy |
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|
2019
Q1 | $757M | Buy |
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|
2018
Q4 | $658M | Buy |
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|
2018
Q3 | $451M | Buy |
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|
2018
Q2 | $248M | Buy |
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|
2018
Q1 | $185M | Sell |
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|
2017
Q4 | $192M | Buy |
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|
2017
Q3 | $179M | Sell |
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|
2017
Q2 | $184M | Buy |
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|
2017
Q1 | $122M | Buy |
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|
2016
Q4 | $110M | Sell |
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|
2016
Q3 | $126M | Sell |
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|
2016
Q2 | $164M | Buy |
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|
2016
Q1 | $137M | Buy |
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|
2015
Q4 | $72.5M | Buy |
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|
2015
Q3 | $57.7M | Buy |
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|
2015
Q2 | $40.6M | Buy |
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|
2015
Q1 | $32.1M | Buy |
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|
2014
Q4 | $27.1M | Buy |
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|
2014
Q3 | $17.4M | Buy |
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|
2014
Q2 | $13.7M | Buy |
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|
2014
Q1 | $12.6M | Buy |
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|
2013
Q4 | $10.9M | Buy |
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|
2013
Q3 | $9.43M | Buy |
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|
2013
Q2 | $1.09M | Buy |
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