OneDigital 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 | $23.8M | Sell |
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2025
Q1 | $25.3M | Sell |
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|
2024
Q4 | $24.9M | Sell |
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|
2024
Q3 | $27.3M | Sell |
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|
2024
Q2 | $25.6M | Buy |
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|
2024
Q1 | $20.2M | Sell |
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|
2023
Q4 | $35.9M | Sell |
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|
2023
Q3 | $37.7M | Sell |
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|
2023
Q2 | $53.3M | Buy |
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|
2023
Q1 | $46.9M | Buy |
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|
2022
Q4 | $35.1M | Buy |
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|
2022
Q3 | $14.1M | Buy |
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|
2022
Q2 | $7.07M | Buy |
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|
2022
Q1 | $7.69M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $952K | Sell |
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|
2020
Q4 | $947K | Sell |
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|
2020
Q3 | $946K | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $380K | Buy |
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|
2019
Q3 | $286K | Buy |
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|
2019
Q2 | $85K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $34K | Buy |
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