Legacy Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $6.68M | Sell |
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|
2024
Q3 | $7.77M | Sell |
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|
2024
Q2 | $8.37M | Sell |
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|
2024
Q1 | $12M | Sell |
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|
2023
Q4 | $45.6M | Sell |
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|
2023
Q3 | $44.2M | Sell |
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|
2023
Q2 | $46.5M | Sell |
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|
2023
Q1 | $46.1M | Sell |
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|
2022
Q4 | $46.6M | Sell |
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|
2022
Q3 | $44.8M | Sell |
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|
2022
Q2 | $57.5M | Sell |
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|
2022
Q1 | $67.7M | Sell |
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|
2021
Q4 | $73.1M | Sell |
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|
2021
Q3 | $90.5M | Buy |
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|
2021
Q2 | $89.9M | Buy |
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|
2021
Q1 | $83.5M | Sell |
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|
2020
Q4 | $84.1M | Sell |
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|
2020
Q3 | $105M | Sell |
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|
2020
Q2 | $101M | Sell |
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|
2020
Q1 | $109M | Sell |
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|
2019
Q4 | $125M | Buy |
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|
2019
Q3 | $122M | Buy |
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|
2019
Q2 | $113M | Buy |
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|
2019
Q1 | $107M | Buy |
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|
2018
Q4 | $90.7M | Sell |
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|
2018
Q3 | $101M | Buy |
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|
2018
Q2 | $95.9M | Buy |
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|
2018
Q1 | $89.6M | Buy |
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|
2017
Q4 | $86.8M | Buy |
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