UBP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $990K | Sell |
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|
2021
Q2 | $1.49M | Hold |
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|
2021
Q1 | $1.4M | Hold |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.67M | Hold |
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|
2020
Q2 | $1.59M | Hold |
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|
2020
Q1 | $1.42M | Hold |
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|
2019
Q4 | $1.72M | Hold |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $1.77M | Buy |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $667K | Hold |
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|
2018
Q3 | $726K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $661K | Hold |
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|
2017
Q4 | $672K | Buy |
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