Running Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
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2025
Q1 | $7.37M | Sell |
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|
2024
Q4 | $7.29M | Sell |
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|
2024
Q3 | $9.09M | Sell |
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|
2024
Q2 | $8.81M | Sell |
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|
2024
Q1 | $9.1M | Sell |
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|
2023
Q4 | $8.68M | Sell |
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|
2023
Q3 | $15.5M | Buy |
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|
2023
Q2 | $15.9M | Buy |
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|
2023
Q1 | $15M | Buy |
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|
2022
Q4 | $14.9M | Buy |
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|
2022
Q3 | $12.4M | Sell |
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|
2022
Q2 | $13.3M | Buy |
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|
2022
Q1 | $13.2M | Sell |
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|
2021
Q4 | $13.8M | Sell |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $10M | Buy |
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