Pettinga Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.19M | Sell |
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2023
Q3 | $5.25M | Sell |
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|
2023
Q2 | $7.72M | Sell |
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|
2023
Q1 | $7.72M | Buy |
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|
2022
Q4 | $3.6M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $4.51M | Buy |
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|
2022
Q1 | $4.98M | Buy |
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|
2021
Q4 | $4.68M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $11.1M | Buy |
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|
2020
Q3 | $10M | Sell |
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|
2020
Q2 | $12.6M | Buy |
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|
2020
Q1 | $9.97M | Sell |
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|
2019
Q4 | $18.5M | Sell |
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|
2019
Q3 | $21M | Buy |
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|
2019
Q2 | $19M | Sell |
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|
2019
Q1 | $21.8M | Buy |
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|
2018
Q4 | $3.99M | Buy |
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