IEQ Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
4,627
+2,450
| +113% | +$230K | ﹤0.01% | 1226 |
|
|
2025
Q1 | $204K | Buy |
+2,177
| New | +$204K | ﹤0.01% | 1374 |
|
|
2021
Q1 | – | Sell |
-12,145
| Closed | -$824K | – | 503 |
|
|
2020
Q4 | $824K | Buy |
12,145
+55
| +0.5% | +$3.73K | 0.04% | 174 |
|
|
2020
Q3 | $771K | Buy |
12,090
+60
| +0.5% | +$3.83K | 0.04% | 199 |
|
|
2020
Q2 | $729K | Sell |
12,030
-6,682
| -36% | -$405K | 0.05% | 171 |
|
|
2020
Q1 | $1.01M | Sell |
18,712
-13,486
| -42% | -$729K | 0.08% | 141 |
|
|
2019
Q4 | $2.11M | Buy |
+32,198
| New | +$2.11M | 0.19% | 86 |
|