Milestone Investment Advisors’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 | $4.57M | Sell |
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2025
Q1 | $4.57M | Buy |
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|
2024
Q4 | $4.23M | Sell |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $4.04M | Sell |
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|
2023
Q4 | $3.88M | Sell |
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|
2023
Q3 | $4.27M | Sell |
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|
2023
Q2 | $4.49M | Sell |
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|
2023
Q1 | $4.77M | Sell |
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|
2022
Q4 | $4.79M | Buy |
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