Horan Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,378
| Closed | -$279K | – | 268 |
|
|
2020
Q3 | $279K | Buy |
+4,378
| New | +$279K | 0.16% | 65 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | -$1K | – | 241 |
|
|
2019
Q4 | $1K | Sell |
9
-261
| -97% | -$29K | ﹤0.01% | 269 |
|
|
2019
Q3 | $17K | Buy |
+270
| New | +$17K | 0.01% | 209 |
|
|
2017
Q4 | – | Sell |
-1,712
| Closed | -$86K | – | 264 |
|
|
2017
Q3 | $86K | Buy |
+1,712
| New | +$86K | 0.05% | 114 |
|