Perennial 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 | $1.31M | Buy |
|
|||||
|
2025
Q1 | $1.31M | Buy |
|
|||||
|
2024
Q4 | $1.2M | Buy |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $1.25M | Sell |
|
|||||
|
2024
Q1 | $1.29M | Sell |
|
|||||
|
2023
Q4 | $1.25M | Sell |
|
|||||
|
2023
Q3 | $1.32M | Sell |
|
|||||
|
2023
Q2 | $1.41M | Buy |
|
|||||
|
2023
Q1 | $1.35M | Sell |
|
|||||
|
2022
Q4 | $1.49M | Sell |
|
|||||
|
2022
Q3 | $1.39M | Buy |
|
|||||
|
2022
Q2 | $1.28M | Sell |
|
|||||
|
2022
Q1 | $1.46M | Buy |
|
|||||
|
2021
Q4 | $1.44M | Sell |
|
|||||
|
2021
Q3 | $1.31M | Buy |
|
|||||
|
2021
Q2 | $1.15M | Buy |
|
|||||
|
2021
Q1 | $822K | Sell |
|
|||||
|
2020
Q4 | $863K | Sell |
|
|||||
|
2020
Q3 | $2.87M | Sell |
|
|||||
|
2020
Q2 | $2.86M | Buy |
|
|||||
|
2020
Q1 | $2.46M | Buy |
|
|||||
|
2019
Q4 | $2.85M | Buy |
|