Opus Investment Management’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
Q3 | – | Sell |
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|
2024
Q2 | $5.08M | Buy |
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|
2024
Q1 | $5.05M | Buy |
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|
2023
Q4 | $4.7M | Buy |
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|
2023
Q3 | $4.35M | Sell |
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|
2023
Q2 | $4.65M | Buy |
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|
2023
Q1 | $4.54M | Buy |
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|
2022
Q4 | $4.49M | Buy |
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|
2022
Q3 | $4.1M | Hold |
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|
2022
Q2 | $4.35M | Buy |
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|
2022
Q1 | $4.68M | Buy |
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|
2021
Q4 | $4.61M | Buy |
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|
2021
Q3 | $4.17M | Buy |
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|
2021
Q2 | $4.05M | Buy |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $3.12M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $957K | Buy |
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|
2019
Q4 | $802K | Hold |
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|
2019
Q3 | $784K | Buy |
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