Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $34.1M | Buy |
472,229
+7,161
| +2% | +$516K | 8.11% | 1 |
|
|
2022
Q3 | $30.7M | Sell |
465,068
-46,921
| -9% | -$3.1M | 8.78% | 3 |
|
|
2022
Q2 | $35.9M | Sell |
511,989
-14,320
| -3% | -$1.01M | 10.16% | 3 |
|
|
2022
Q1 | $40.8M | Sell |
526,309
-16,019
| -3% | -$1.24M | 11.13% | 2 |
|
|
2021
Q4 | $43.9M | Sell |
542,328
-74,413
| -12% | -$6.02M | 9.89% | 3 |
|
|
2021
Q3 | $45.3M | Sell |
616,741
-158,688
| -20% | -$11.7M | 11.37% | 3 |
|
|
2021
Q2 | $57.1M | Buy |
775,429
+1,597
| +0.2% | +$118K | 14.7% | 1 |
|
|
2021
Q1 | $53.5M | Sell |
773,832
-375,650
| -33% | -$26M | 14.93% | 1 |
|
|
2020
Q4 | $78M | Buy |
+1,149,482
| New | +$78M | 24.92% | 1 |
|