Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $2.96M | Buy |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $756K | Buy |
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