Sequoia Financial 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 | $16.5M | Sell |
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2025
Q1 | $23M | Sell |
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|
2024
Q4 | $25.4M | Buy |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $468K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $305K | Sell |
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|
2016
Q3 | $333K | Buy |
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|
2016
Q2 | $301K | Buy |
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