Harbour Capital Advisors’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
Q3 | $257K | Hold |
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|
2025
Q2 | $252K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $235K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $210K | Hold |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $216K | Sell |
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|
2017
Q4 | $285K | Hold |
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|
2017
Q3 | $272K | Hold |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $322K | Hold |
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|
2016
Q4 | $305K | Hold |
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|
2016
Q3 | $307K | Hold |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $297K | Sell |
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|
2015
Q4 | $306K | Hold |
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|
2015
Q3 | $290K | Hold |
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|
2015
Q2 | $295K | Hold |
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|
2015
Q1 | $302K | Hold |
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|
2014
Q4 | $297K | Hold |
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|
2014
Q3 | $276K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $264K | Hold |
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|
2013
Q4 | $260K | Sell |
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|
2013
Q3 | $250K | Hold |
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|
2013
Q2 | $245K | Buy |
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