LBMC Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25,682
| Closed | -$1.99M | – | 166 |
|
|
2022
Q1 | $1.99M | Hold |
25,682
| – | – | 0.18% | 40 |
|
|
2021
Q4 | $2.08M | Sell |
25,682
-99,821
| -80% | -$8.08M | 0.18% | 41 |
|
|
2021
Q3 | $1.89K | Buy |
125,503
+99,821
| +389% | +$1.5K | 0.18% | 42 |
|
|
2021
Q2 | $1.89M | Hold |
25,682
| – | – | 0.18% | 44 |
|
|
2021
Q1 | $1.78M | Hold |
25,682
| – | – | 0.19% | 43 |
|
|
2020
Q4 | $1.74M | Hold |
25,682
| – | – | 0.21% | 40 |
|
|
2020
Q3 | $1.64M | Buy |
+25,682
| New | +$1.64M | 0.23% | 39 |
|