Signature Estate & Investment 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 | $3.39M | Sell |
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2025
Q1 | $3.44M | Sell |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $421K | Sell |
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|
2021
Q2 | $496K | Sell |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $54M | Buy |
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|
2020
Q3 | $49.1M | Buy |
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|
2020
Q2 | $45.6M | Sell |
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|
2020
Q1 | $40.7M | Sell |
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|
2019
Q4 | $49.6M | Sell |
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|
2019
Q3 | $62.8M | Buy |
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|
2019
Q2 | $46M | Buy |
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|
2019
Q1 | $42.7M | Buy |
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|
2018
Q4 | $37.7M | Buy |
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|
2018
Q3 | $104K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $101K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $101K | Buy |
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