Madison Investment Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $40M | Buy |
623,472
+257,473
| +70% | +$16.5M | 0.65% | 56 |
|
|
2019
Q2 | $22.6M | Buy |
365,999
+2,529
| +0.7% | +$156K | 0.4% | 87 |
|
|
2019
Q1 | $21.4M | Sell |
363,470
-378,185
| -51% | -$22.2M | 0.39% | 91 |
|
|
2018
Q4 | $38.9M | Buy |
+741,655
| New | +$38.9M | 0.79% | 48 |
|
|
2016
Q1 | – | Sell |
-119,400
| Closed | -$4.99M | – | 233 |
|
|
2015
Q4 | $4.99M | Buy |
+119,400
| New | +$4.99M | 0.11% | 150 |
|