Simon Quick 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 | – | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $215K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $470K | Sell |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $7.71M | Sell |
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|
2020
Q4 | $16.8M | Sell |
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|
2020
Q3 | $17.1M | Sell |
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|
2020
Q2 | $16.4M | Buy |
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|
2020
Q1 | $11.1M | Buy |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $322K | Buy |
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