HA
HYA Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.76M | Sell |
67,754
-4,680
| -6% | -$329K | 1.86% | 18 |
|
|
2022
Q1 | $5.62M | Sell |
72,434
-3,598
| -5% | -$279K | 1.95% | 16 |
|
|
2021
Q4 | $6.15M | Buy |
76,032
+20,471
| +37% | +$1.66M | 2.2% | 10 |
|
|
2021
Q3 | $4.11M | Sell |
55,561
-14,116
| -20% | -$1.04M | 1.66% | 19 |
|
|
2021
Q2 | $5.13M | Sell |
69,677
-3,035
| -4% | -$223K | 2.15% | 11 |
|
|
2021
Q1 | $5.03M | Buy |
72,712
+1,271
| +2% | +$87.9K | 2.38% | 10 |
|
|
2020
Q4 | $4.85M | Sell |
71,441
-332
| -0.5% | -$22.5K | 2.57% | 9 |
|
|
2020
Q3 | $4.57M | Buy |
71,773
+2,706
| +4% | +$172K | 2.76% | 7 |
|
|
2020
Q2 | $4.19M | Buy |
69,067
+2,314
| +3% | +$140K | 2.76% | 8 |
|
|
2020
Q1 | $3.61M | Buy |
66,753
+624
| +0.9% | +$33.7K | 2.97% | 7 |
|
|
2019
Q4 | $4.34M | Buy |
+66,129
| New | +$4.34M | 2.78% | 8 |
|