Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares MSCI USA Min Vol Factor ETF (USMV)
← All USMV superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 58,833 | 0.02 | Add 4.93% | <0.01 | $91.02–98.07 · VW $94.99i | $5,456,172 | SEC |
| 2025 Q4 | 56,069 | 0.02 | Add 68.07% | <0.01 | $91.97–95.59 · VW $94.10i | $5,279,457 | SEC |
| 2025 Q3 | 33,360 | 0.01 | Add 121.12% | <0.01 | $92.02–95.31 · VW $93.75i | $3,173,870 | SEC |
| 2025 Q2 | 15,087 | <0.01 | Buy | <0.01 | $83.99–94.43 · VW $91.64i | $1,416,217 | SEC |
Price snapshot:
Current price$97.82
Avg. buy price$94.32
+/- since buy3.71%
52-week low$90.63
52-week high$98.73