Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $13.5M | Sell |
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|
2020
Q2 | $13.3M | Buy |
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2020
Q1 | $11.3M | Buy |
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|
2019
Q4 | $12.8M | Sell |
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|
2019
Q3 | $13.3M | Buy |
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|
2019
Q2 | $11.5M | Buy |
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|
2019
Q1 | $10.6M | Buy |
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|
2018
Q4 | $8.81M | Buy |
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|
2018
Q3 | $8.96M | Buy |
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|
2018
Q2 | $7.93M | Buy |
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|
2018
Q1 | $7.44M | Sell |
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|
2017
Q4 | $7.73M | Buy |
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|
2017
Q3 | $7.3M | Buy |
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|
2017
Q2 | $6.9M | Buy |
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|
2017
Q1 | $6.46M | Buy |
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|
2016
Q4 | $5.82M | Buy |
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|
2016
Q3 | $5.37M | Buy |
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|
2016
Q2 | $5.05M | Buy |
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|
2016
Q1 | $3.02M | Buy |
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|
2015
Q4 | $2.3M | Buy |
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|
2015
Q3 | $1.82M | Buy |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $951K | Buy |
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|
2014
Q3 | $745K | Buy |
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|
2014
Q2 | $697K | Buy |
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|
2014
Q1 | $669K | Buy |
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|
2013
Q4 | $537K | Buy |
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|
2013
Q3 | $359K | Buy |
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|
2013
Q2 | $239K | Buy |
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