Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $15.2M | Sell |
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|
2020
Q3 | $23.4M | Buy |
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|
2020
Q2 | $3.97M | Sell |
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|
2020
Q1 | $10.9M | Sell |
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|
2019
Q4 | $19.2M | Sell |
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|
2019
Q3 | $22.1M | Sell |
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|
2019
Q2 | $27.7M | Buy |
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|
2019
Q1 | $18.6M | Buy |
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|
2018
Q4 | $6.02M | Sell |
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|
2018
Q3 | $15.8M | Buy |
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|
2018
Q2 | $7.99M | Buy |
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|
2018
Q1 | $7.5M | Buy |
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|
2017
Q4 | $4.21M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6.32M | Buy |
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|
2017
Q1 | $5.69M | Buy |
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|
2016
Q4 | $4.65M | Buy |
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|
2016
Q3 | $1.73M | Buy |
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|
2016
Q2 | $1.48M | Buy |
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|
2016
Q1 | $1.18M | Buy |
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|
2015
Q4 | $676K | Buy |
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|
2015
Q3 | $617K | Buy |
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|
2015
Q2 | $334K | Buy |
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