OA
Operose Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1K | Hold |
331
| – | – | 0.01% | 263 |
|
|
2025
Q1 | $31K | Hold |
331
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $29.4K | Hold |
331
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $30.2K | Buy |
+331
| New | +$30.2K | 0.01% | 342 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$2.82K | – | 727 |
|
|
2023
Q3 | $2.82K | Hold |
39
| – | – | ﹤0.01% | 686 |
|
|
2023
Q2 | $2.9K | Hold |
39
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $2.84K | Hold |
39
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $2.81K | Hold |
39
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 284 |
|