O'Shaughnessy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.1M | Buy |
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|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.65M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $128K | Buy |
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|
2023
Q1 | $122K | Sell |
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|
2022
Q4 | $148K | Sell |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $32K | Buy |
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