Van Hulzen Asset Management’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 | $8.6M | Buy |
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|
2025
Q1 | $8.4M | Sell |
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|
2024
Q4 | $7.99M | Buy |
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|
2024
Q3 | $8.01M | Sell |
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|
2024
Q2 | $7.43M | Buy |
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|
2024
Q1 | $7.4M | Buy |
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|
2023
Q4 | $6.89M | Sell |
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|
2023
Q3 | $6.71M | Sell |
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|
2023
Q2 | $7.25M | Sell |
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|
2023
Q1 | $7.13M | Buy |
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|
2022
Q4 | $6.75M | Sell |
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|
2022
Q3 | $6.37M | Sell |
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|
2022
Q2 | $6.77M | Buy |
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|
2022
Q1 | $6.42M | Buy |
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|
2021
Q4 | $6.47M | Buy |
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|
2021
Q3 | $4.47M | Sell |
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|
2021
Q2 | $4.49M | Sell |
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|
2021
Q1 | $5.27M | Sell |
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|
2020
Q4 | $6.98M | Buy |
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|
2020
Q3 | $2.13M | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $790K | Buy |
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|
2019
Q3 | $499K | Buy |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $243K | Hold |
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|
2018
Q2 | $226K | Sell |
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|
2018
Q1 | $274K | Buy |
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|
2017
Q4 | $263K | Buy |
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