LPL Financial’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 | $593M | Buy |
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|
2025
Q1 | $550M | Buy |
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|
2024
Q4 | $505M | Buy |
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|
2024
Q3 | $489M | Buy |
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|
2024
Q2 | $421M | Sell |
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|
2024
Q1 | $452M | Sell |
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|
2023
Q4 | $470M | Sell |
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|
2023
Q3 | $549M | Sell |
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|
2023
Q2 | $605M | Sell |
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|
2023
Q1 | $607M | Buy |
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|
2022
Q4 | $555M | Sell |
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|
2022
Q3 | $523M | Buy |
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|
2022
Q2 | $532M | Buy |
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|
2022
Q1 | $584M | Sell |
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|
2021
Q4 | $626M | Buy |
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|
2021
Q3 | $516M | Sell |
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|
2021
Q2 | $533M | Sell |
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|
2021
Q1 | $572M | Sell |
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|
2020
Q4 | $718M | Sell |
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|
2020
Q3 | $954M | Sell |
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|
2020
Q2 | $938M | Sell |
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|
2020
Q1 | $896M | Buy |
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|
2019
Q4 | $1.08B | Buy |
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|
2019
Q3 | $1.01B | Buy |
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|
2019
Q2 | $592M | Buy |
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|
2019
Q1 | $504M | Buy |
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|
2018
Q4 | $353M | Buy |
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|
2018
Q3 | $315M | Sell |
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|
2018
Q2 | $300M | Sell |
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|
2018
Q1 | $303M | Buy |
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|
2017
Q4 | $306M | Buy |
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|
2017
Q3 | $267M | Buy |
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|
2017
Q2 | $243M | Buy |
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|
2017
Q1 | $6.01M | Sell |
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|
2016
Q4 | $5.98M | Sell |
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|
2016
Q3 | $5.94M | Buy |
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|
2016
Q2 | $6.06M | Sell |
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|
2016
Q1 | $414M | Buy |
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|
2015
Q4 | $205M | Buy |
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|
2015
Q3 | $81.6M | Buy |
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|
2015
Q2 | $63.8M | Buy |
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|
2015
Q1 | $43.7M | Buy |
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|
2014
Q4 | $34.8M | Buy |
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|
2014
Q3 | $18.7M | Buy |
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|
2014
Q2 | $14.5M | Buy |
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|
2014
Q1 | $12.4M | Buy |
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|
2013
Q4 | $11M | Sell |
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|
2013
Q3 | $10.9M | Buy |
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|
2013
Q2 | $7.9M | Buy |
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