NewEdge 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 | $46.7M | Sell |
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2025
Q1 | $48.4M | Buy |
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2024
Q4 | $41.3M | Sell |
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2024
Q3 | $46.6M | Buy |
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2024
Q2 | $41.9M | Buy |
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2024
Q1 | $34.4M | Sell |
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2023
Q4 | $38.3M | Sell |
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2023
Q3 | $42.1M | Sell |
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2023
Q2 | $44.2M | Buy |
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2023
Q1 | $37M | Buy |
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2022
Q4 | $13.8M | Buy |
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2022
Q3 | $24M | Buy |
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2022
Q2 | $21.3M | Buy |
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2022
Q1 | $19.1M | Sell |
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2021
Q4 | $20.5M | Buy |
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2021
Q3 | $9.71M | Buy |
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2021
Q2 | $9.71M | Sell |
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2021
Q1 | $16M | Sell |
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2020
Q4 | $24.8M | Buy |
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2020
Q3 | $22.4M | Buy |
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2020
Q2 | $19.1M | Sell |
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2020
Q1 | $18.7M | Sell |
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2019
Q4 | $27.7M | Buy |
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2019
Q3 | $26.9M | Buy |
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2019
Q2 | $18.6M | Buy |
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2019
Q1 | $15.3M | Buy |
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2018
Q4 | $8.94K | Buy |
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2018
Q3 | $2.4M | Buy |
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2018
Q2 | $1.89K | Buy |
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2018
Q1 | $1.71M | Buy |
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2017
Q4 | $1.72M | Sell |
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2017
Q3 | $1.75M | Buy |
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2017
Q2 | $930K | Buy |
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