Sage Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sage Advisory Services’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$288K	Hold
2024 Q2	$288K	Sell
2024 Q1	$335K	Sell
2023 Q4	$12.7M	Sell
2023 Q3	$11.8M	Buy
2016 Q4	–	Sell
2016 Q3	$202M	Sell
2016 Q2	$206M	Sell
2016 Q1	$200M	Buy