Raymond James Financial Services 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
Q3 | $325M | Sell |
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|
2024
Q2 | $356M | Sell |
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|
2024
Q1 | $371M | Sell |
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|
2023
Q4 | $363M | Sell |
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|
2023
Q3 | $348M | Buy |
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|
2023
Q2 | $348M | Buy |
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|
2023
Q1 | $309M | Sell |
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|
2022
Q4 | $320M | Sell |
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|
2022
Q3 | $311M | Sell |
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|
2022
Q2 | $331M | Sell |
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|
2022
Q1 | $382M | Sell |
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|
2021
Q4 | $440M | Sell |
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|
2021
Q3 | $445M | Sell |
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|
2021
Q2 | $476M | Sell |
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|
2021
Q1 | $493M | Sell |
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|
2020
Q4 | $624M | Sell |
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|
2020
Q3 | $722M | Buy |
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|
2020
Q2 | $661M | Buy |
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|
2020
Q1 | $581M | Buy |
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|
2019
Q4 | $665M | Buy |
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|
2019
Q3 | $595M | Buy |
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|
2019
Q2 | $446M | Buy |
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|
2019
Q1 | $326M | Buy |
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|
2018
Q4 | $237M | Buy |
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|
2018
Q3 | $223M | Buy |
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|
2018
Q2 | $184M | Sell |
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|
2018
Q1 | $181M | Buy |
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|
2017
Q4 | $164M | Buy |
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|
2017
Q3 | $147M | Buy |
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|
2017
Q2 | $134M | Buy |
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|
2017
Q1 | $129M | Sell |
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|
2016
Q4 | $127M | Sell |
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|
2016
Q3 | $183M | Buy |
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|
2016
Q2 | $166M | Buy |
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|
2016
Q1 | $115M | Buy |
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|
2015
Q4 | $52.5M | Buy |
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|
2015
Q3 | $4.32M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $34M | Buy |
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|
2014
Q4 | $28.7M | Buy |
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|
2014
Q3 | $21.1M | Buy |
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|
2014
Q2 | $17.8M | Buy |
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|
2014
Q1 | $13.4M | Buy |
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|
2013
Q4 | $10.8M | Buy |
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|
2013
Q3 | $5.37M | Buy |
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|
2013
Q2 | $2.22M | Buy |
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