Mountain Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $8.45M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $869K | Buy |
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|
2022
Q1 | $924K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $6.96M | Sell |
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|
2020
Q1 | $7.13M | Sell |
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|
2019
Q4 | $8.37M | Buy |
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|
2019
Q3 | $2.39M | Buy |
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|
2019
Q2 | $582K | Buy |
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|
2019
Q1 | $374K | Buy |
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