Meitav Investment House’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Hold |
9,652
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $904K | Hold |
9,652
| – | – | 0.02% | 144 |
|
|
2024
Q4 | $857K | Sell |
9,652
-36
| -0.4% | -$3.2K | 0.01% | 139 |
|
|
2024
Q3 | $885K | Hold |
9,688
| – | – | 0.01% | 149 |
|
|
2024
Q2 | $813K | Hold |
9,688
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $810K | Sell |
9,688
-200
| -2% | -$16.7K | 0.02% | 148 |
|
|
2023
Q4 | $772K | Sell |
9,888
-140
| -1% | -$10.9K | 0.01% | 221 |
|
|
2023
Q3 | $729K | Sell |
10,028
-51
| -0.5% | -$3.71K | 0.01% | 229 |
|
|
2023
Q2 | $749K | Hold |
10,079
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $749K | Hold |
10,079
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $727K | Hold |
10,079
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $670K | Hold |
10,079
| – | – | 0.01% | 268 |
|
|
2022
Q2 | $708K | Sell |
10,079
-853
| -8% | -$59.9K | 0.01% | 260 |
|
|
2022
Q1 | $848K | Hold |
10,932
| – | – | 0.01% | 278 |
|
|
2021
Q4 | $884K | Hold |
10,932
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $804K | Buy |
10,932
+1,280
| +13% | +$94.1K | 0.01% | 266 |
|
|
2021
Q2 | $710K | Sell |
9,652
-15,716
| -62% | -$1.16M | 0.02% | 276 |
|
|
2021
Q1 | $1.76K | Hold |
25,368
| – | – | 0.05% | 173 |
|
|
2020
Q4 | $1.71M | Sell |
25,368
-7,803
| -24% | -$527K | 0.07% | 129 |
|
|
2020
Q3 | $2.11M | Hold |
33,171
| – | – | 0.1% | 110 |
|
|
2020
Q2 | $2M | Sell |
33,171
-3,683
| -10% | -$222K | 0.12% | 100 |
|
|
2020
Q1 | $2.01M | Buy |
36,854
+18,710
| +103% | +$1.02M | 0.15% | 89 |
|
|
2019
Q4 | $1.19M | Sell |
18,144
-8,510
| -32% | -$557K | 0.09% | 148 |
|
|
2019
Q3 | $1.7M | Buy |
+26,654
| New | +$1.7M | 0.12% | 98 |
|
|
2019
Q2 | – | Sell |
-13,038
| Closed | -$767K | – | 485 |
|
|
2019
Q1 | $767K | Buy |
+13,038
| New | +$767K | 0.04% | 197 |
|
|
2018
Q4 | – | Sell |
-12,778
| Closed | -$727K | – | 444 |
|
|
2018
Q3 | $727K | Hold |
12,778
| – | – | 0.04% | 240 |
|
|
2018
Q2 | $2.48M | Buy |
+12,778
| New | +$2.48M | 0.11% | 107 |
|