Valeo 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 | $227K | Buy |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $444K | Buy |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | $140K | Sell |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $433K | Buy |
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|
2019
Q3 | $189K | Sell |
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|
2019
Q2 | $197K | Buy |
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|
2019
Q1 | $174K | Sell |
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|
2018
Q4 | $170K | Buy |
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|
2018
Q3 | $155K | Buy |
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|
2018
Q2 | $70K | Sell |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $51K | Buy |
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|
2017
Q3 | $36K | Buy |
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