Mount Yale 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 | $616K | Sell |
|
|||||
|
2025
Q1 | $838K | Sell |
|
|||||
|
2024
Q4 | $919K | Buy |
|
|||||
|
2024
Q3 | $908K | Sell |
|
|||||
|
2024
Q2 | $1.58M | Buy |
|
|||||
|
2024
Q1 | $1.45M | Sell |
|
|||||
|
2023
Q4 | $2.04M | Sell |
|
|||||
|
2023
Q3 | $2.29M | Sell |
|
|||||
|
2023
Q2 | $2.66M | Buy |
|
|||||
|
2023
Q1 | $2.2M | Buy |
|
|||||
|
2022
Q4 | $1.74M | Sell |
|
|||||
|
2022
Q3 | $1.61M | Buy |
|
|||||
|
2022
Q2 | $1.36M | Buy |
|
|||||
|
2022
Q1 | $1.39M | Sell |
|
|||||
|
2021
Q4 | $1.57M | Buy |
|
|||||
|
2021
Q3 | $742K | Buy |
|
|||||
|
2021
Q2 | $709K | Sell |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $1.3M | Buy |
|
|||||
|
2020
Q3 | $937K | Sell |
|
|||||
|
2020
Q2 | $951K | Sell |
|
|||||
|
2020
Q1 | $1.2M | Buy |
|
|||||
|
2019
Q4 | $1.41M | Buy |
|
|||||
|
2019
Q3 | $913K | Buy |
|
|||||
|
2019
Q2 | $529K | Buy |
|
|||||
|
2019
Q1 | $496K | Hold |
|
|||||
|
2018
Q4 | $473K | Hold |
|
|||||
|
2018
Q3 | $477K | Hold |
|
|||||
|
2018
Q2 | $449K | Hold |
|
|||||
|
2018
Q1 | $438K | Buy |
|