UBS Group’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 | $325M | Sell |
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|
2025
Q1 | $333M | Sell |
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|
2024
Q4 | $343M | Buy |
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|
2024
Q3 | $351M | Sell |
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|
2024
Q2 | $329M | Sell |
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|
2024
Q1 | $340M | Sell |
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|
2023
Q4 | $326M | Sell |
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|
2023
Q3 | $311M | Sell |
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|
2023
Q2 | $332M | Sell |
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|
2023
Q1 | $338M | Sell |
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|
2022
Q4 | $357M | Buy |
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|
2022
Q3 | $321M | Sell |
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|
2022
Q2 | $350M | Sell |
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|
2022
Q1 | $410M | Sell |
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|
2021
Q4 | $465M | Sell |
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|
2021
Q3 | $425M | Sell |
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|
2021
Q2 | $445M | Sell |
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|
2021
Q1 | $449M | Sell |
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|
2020
Q4 | $510M | Sell |
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|
2020
Q3 | $538M | Sell |
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|
2020
Q2 | $540M | Sell |
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|
2020
Q1 | $520M | Sell |
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|
2019
Q4 | $642M | Sell |
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|
2019
Q3 | $650M | Buy |
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|
2019
Q2 | $600M | Buy |
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|
2019
Q1 | $517M | Buy |
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|
2018
Q4 | $417M | Buy |
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|
2018
Q3 | $329M | Buy |
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|
2018
Q2 | $306M | Buy |
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|
2018
Q1 | $296M | Sell |
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|
2017
Q4 | $320M | Buy |
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|
2017
Q3 | $299M | Sell |
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|
2017
Q2 | $291M | Sell |
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|
2017
Q1 | $284M | Sell |
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|
2016
Q4 | $304M | Sell |
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|
2016
Q3 | $400M | Buy |
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|
2016
Q2 | $379M | Buy |
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|
2016
Q1 | $338M | Buy |
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|
2015
Q4 | $149M | Buy |
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|
2015
Q3 | $83.9M | Buy |
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|
2015
Q2 | $58.8M | Buy |
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|
2015
Q1 | $57.5M | Buy |
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|
2014
Q4 | $28.6M | Buy |
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