RFG Advisory’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 | $231K | Sell |
|
|||||
|
2025
Q1 | $267K | Buy |
|
|||||
|
2024
Q4 | $221K | Sell |
|
|||||
|
2024
Q3 | $238K | Sell |
|
|||||
|
2024
Q2 | $604K | Sell |
|
|||||
|
2024
Q1 | $1.13M | Sell |
|
|||||
|
2023
Q4 | $1.78M | Sell |
|
|||||
|
2023
Q3 | $3.06M | Sell |
|
|||||
|
2023
Q2 | $3.83M | Sell |
|
|||||
|
2023
Q1 | $3.94M | Sell |
|
|||||
|
2022
Q4 | $4.04M | Buy |
|
|||||
|
2022
Q3 | $2.84M | Sell |
|
|||||
|
2022
Q2 | $3.29M | Buy |
|
|||||
|
2022
Q1 | $1.34M | Sell |
|
|||||
|
2021
Q4 | $1.9M | Buy |
|
|||||
|
2021
Q3 | $342K | Sell |
|
|||||
|
2021
Q2 | $1.08M | Sell |
|
|||||
|
2021
Q1 | $1.71M | Sell |
|
|||||
|
2020
Q4 | $2.76M | Buy |
|
|||||
|
2020
Q3 | $2.39M | Buy |
|
|||||
|
2020
Q2 | $1.89M | Sell |
|
|||||
|
2020
Q1 | $2.06M | Sell |
|
|||||
|
2019
Q4 | $3.81M | Buy |
|
|||||
|
2019
Q3 | $3.68M | Buy |
|
|||||
|
2019
Q2 | $2.27M | Buy |
|
|||||
|
2019
Q1 | $1.81M | Buy |
|
|||||
|
2018
Q4 | $953K | Sell |
|
|||||
|
2018
Q3 | $1.17M | Buy |
|
|||||
|
2018
Q2 | $688K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $308K | Sell |
|
|||||
|
2017
Q3 | $392K | Sell |
|
|||||
|
2017
Q2 | $432K | Sell |
|
|||||
|
2017
Q1 | $2M | Sell |
|
|||||
|
2016
Q4 | $3.81M | Hold |
|
|||||
|
2016
Q3 | $3.81M | Sell |
|
|||||
|
2016
Q2 | $6.45M | Sell |
|
|||||
|
2016
Q1 | $6.35M | Buy |
|
|||||
|
2015
Q4 | $2.51M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1.27M | Sell |
|
|||||
|
2014
Q4 | $3.11M | Buy |
|