Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $678K | Buy |
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|
2024
Q4 | $602K | Buy |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $749K | Sell |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $908K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $891K | Buy |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $642K | Buy |
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|
2020
Q2 | $499K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $226K | Sell |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $297K | Buy |
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|
2017
Q3 | $268K | Sell |
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|
2017
Q2 | $364K | Sell |
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|
2017
Q1 | $356K | Buy |
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