Modus 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 | $10.3M | Sell |
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2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $9.83M | Sell |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $9.81M | Sell |
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|
2024
Q1 | $9.93M | Sell |
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|
2023
Q4 | $9.52M | Sell |
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|
2023
Q3 | $9.15M | Buy |
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|
2023
Q2 | $9.28M | Buy |
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|
2023
Q1 | $9.03M | Sell |
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|
2022
Q4 | $9M | Buy |
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|
2022
Q3 | $7.87M | Buy |
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|
2022
Q2 | $8.28M | Buy |
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|
2022
Q1 | $8.96M | Buy |
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|
2021
Q4 | $7.04M | Sell |
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|
2021
Q3 | $6.67M | Buy |
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|
2021
Q2 | $6.56M | Buy |
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|
2021
Q1 | $5.86M | Buy |
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|
2020
Q4 | $5.72M | Sell |
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|
2020
Q3 | $5.56M | Sell |
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|
2020
Q2 | $6.53M | Sell |
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|
2020
Q1 | $6.88M | Buy |
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|
2019
Q4 | $8.12M | Buy |
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