Investors Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,914
| Closed | -$1.13M | – | 173 |
|
|
2021
Q4 | $1.13M | Sell |
13,914
-661
| -5% | -$53.5K | 0.52% | 54 |
|
|
2021
Q3 | $1.07M | Sell |
14,575
-1,274
| -8% | -$93.6K | 0.57% | 46 |
|
|
2021
Q2 | $1.17M | Sell |
15,849
-99
| -0.6% | -$7.29K | 0.63% | 38 |
|
|
2021
Q1 | $1.1M | Sell |
15,948
-742
| -4% | -$51.3K | 0.65% | 37 |
|
|
2020
Q4 | $1.13M | Sell |
16,690
-1,705
| -9% | -$116K | 0.75% | 31 |
|
|
2020
Q3 | $1.17M | Sell |
18,395
-2,932
| -14% | -$187K | 0.88% | 25 |
|
|
2020
Q2 | $1.29M | Sell |
21,327
-516
| -2% | -$31.3K | 1.06% | 22 |
|
|
2020
Q1 | $1.18M | Sell |
21,843
-2,529
| -10% | -$137K | 1.19% | 23 |
|
|
2019
Q4 | $1.6M | Buy |
+24,372
| New | +$1.6M | 1.3% | 22 |
|