FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $108M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.65M | Sell |
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|
2019
Q3 | $4.35M | Buy |
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|
2019
Q2 | $2.26M | Sell |
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|
2019
Q1 | $2.26M | Sell |
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|
2018
Q4 | $3.66M | Hold |
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|
2018
Q3 | $3.66M | Buy |
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|
2018
Q2 | $2.67M | Sell |
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|
2018
Q1 | $4.11M | Buy |
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|
2017
Q4 | $4.02M | Buy |
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|
2017
Q3 | $3.04M | Buy |
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|
2017
Q2 | $2.7M | Buy |
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|
2017
Q1 | $2.41M | Sell |
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|
2016
Q4 | $3.85M | Sell |
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|
2016
Q3 | $7.08M | Buy |
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|
2016
Q2 | $5.12M | Buy |
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|
2016
Q1 | $2.98M | Buy |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $345K | Sell |
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|
2015
Q2 | $472K | Buy |
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