Ronald Blue & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.47M | Buy |
50,430
+15,296
| +44% | +$749K | 0.08% | 42 |
|
|
2017
Q1 | $1.68M | Sell |
35,134
-10,692
| -23% | -$510K | 0.06% | 57 |
|
|
2016
Q4 | $2.07M | Buy |
45,826
+11,552
| +34% | +$522K | 0.08% | 47 |
|
|
2016
Q3 | $1.56M | Buy |
34,274
+15,196
| +80% | +$690K | 0.06% | 50 |
|
|
2016
Q2 | $882K | Buy |
19,078
+7,682
| +67% | +$355K | 0.04% | 71 |
|
|
2016
Q1 | $501K | Buy |
+11,396
| New | +$501K | 0.03% | 95 |
|