Geneva Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $620K | Buy |
12,673
+2,854
| +29% | +$140K | 0.01% | 471 |
|
|
2017
Q1 | $469K | Sell |
9,819
-1,289
| -12% | -$61.6K | 0.01% | 514 |
|
|
2016
Q4 | $502K | Buy |
11,108
+3,347
| +43% | +$151K | 0.01% | 475 |
|
|
2016
Q3 | $353K | Sell |
7,761
-684
| -8% | -$31.1K | 0.01% | 542 |
|
|
2016
Q2 | $390K | Buy |
8,445
+2,900
| +52% | +$134K | 0.01% | 501 |
|
|
2016
Q1 | $244K | Buy |
+5,545
| New | +$244K | ﹤0.01% | 580 |
|