Milestone Investment Advisors’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 | $4.57M | Sell |
48,734
-16
| -0% | -$1.5K | 1.19% | 26 |
|
|
2025
Q1 | $4.57M | Buy |
48,750
+1,142
| +2% | +$107K | 1.27% | 26 |
|
|
2024
Q4 | $4.23M | Sell |
47,608
-234
| -0.5% | -$20.8K | 1.15% | 27 |
|
|
2024
Q3 | $4.37M | Buy |
47,842
+161
| +0.3% | +$14.7K | 1.22% | 24 |
|
|
2024
Q2 | $4M | Sell |
47,681
-633
| -1% | -$53.1K | 1.06% | 25 |
|
|
2024
Q1 | $4.04M | Sell |
48,314
-1,404
| -3% | -$117K | 1.09% | 23 |
|
|
2023
Q4 | $3.88M | Sell |
49,718
-9,302
| -16% | -$726K | 1.13% | 24 |
|
|
2023
Q3 | $4.27M | Sell |
59,020
-1,328
| -2% | -$96.1K | 1.22% | 22 |
|
|
2023
Q2 | $4.49M | Sell |
60,348
-5,204
| -8% | -$387K | 1.39% | 20 |
|
|
2023
Q1 | $4.77M | Sell |
65,552
-914
| -1% | -$66.5K | 1.47% | 18 |
|
|
2022
Q4 | $4.79M | Buy |
+66,466
| New | +$4.79M | 1.68% | 18 |
|