United Capital Financial 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 | $13.8M | Buy |
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2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $14.2M | Sell |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $13.6M | Sell |
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|
2023
Q4 | $19.6M | Buy |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $18.3M | Sell |
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|
2023
Q1 | $19.5M | Sell |
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|
2022
Q4 | $21.1M | Sell |
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|
2022
Q3 | $23.4M | Sell |
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|
2022
Q2 | $27.5M | Sell |
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|
2022
Q1 | $32.4M | Sell |
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|
2021
Q4 | $36M | Sell |
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|
2021
Q3 | $37.5M | Sell |
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|
2021
Q2 | $40.7M | Sell |
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|
2021
Q1 | $41.4M | Sell |
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|
2020
Q4 | $46.5M | Sell |
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|
2020
Q3 | $49.9M | Sell |
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|
2020
Q2 | $54.5M | Sell |
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|
2020
Q1 | $54.6M | Sell |
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|
2019
Q4 | $70.2M | Sell |
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|
2019
Q3 | $69.8M | Sell |
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|
2019
Q2 | $87.7M | Buy |
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|
2019
Q1 | $75.9M | Buy |
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|
2018
Q4 | $60.4M | Buy |
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|
2018
Q3 | $63.3M | Buy |
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|
2018
Q2 | $53.6M | Buy |
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|
2018
Q1 | $52.1M | Buy |
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|
2017
Q4 | $52.8M | Buy |
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|
2017
Q3 | $49.2M | Sell |
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|
2017
Q2 | $51.4M | Buy |
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|
2017
Q1 | $49.8M | Sell |
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|
2016
Q4 | $51.3M | Sell |
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|
2016
Q3 | $53.4M | Buy |
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|
2016
Q2 | $48.8M | Buy |
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|
2016
Q1 | $34.1M | Buy |
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|
2015
Q4 | $23.2M | Buy |
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|
2015
Q3 | $9.32M | Buy |
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|
2015
Q2 | $7.65M | Buy |
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|
2015
Q1 | $4.25M | Buy |
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|
2014
Q4 | $2.21M | Buy |
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|
2014
Q3 | $261K | Buy |
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