MAI Capital Management’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 | $46.8M | Sell |
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|
2025
Q1 | $47.1M | Sell |
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|
2024
Q4 | $45.4M | Buy |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $13.9M | Sell |
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|
2024
Q1 | $27.3M | Sell |
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|
2023
Q4 | $25.6M | Buy |
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|
2023
Q3 | $23.6M | Sell |
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|
2023
Q2 | $24.5M | Buy |
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|
2023
Q1 | $23.9M | Buy |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $6.1M | Buy |
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|
2022
Q1 | $6.42M | Buy |
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|
2021
Q4 | $6.54M | Buy |
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|
2021
Q3 | $5.58M | Buy |
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|
2021
Q2 | $4.14M | Sell |
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|
2021
Q1 | $3.95M | Sell |
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|
2020
Q4 | $3.98M | Buy |
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