Reilly Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-81
| Closed | -$5K | – | 927 |
|
|
2019
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 750 |
|
|
2019
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 783 |
|
|
2019
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 801 |
|
|
2018
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 795 |
|
|
2018
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 838 |
|
|
2018
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 858 |
|
|
2018
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 823 |
|
|
2017
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 820 |
|
|
2017
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 814 |
|
|
2017
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 819 |
|
|
2017
Q1 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 800 |
|