AWM
Abound Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82K | Buy |
+62
| New | +$5.82K | ﹤0.01% | 543 |
|
|
2024
Q1 | – | Sell |
-42
| Closed | -$3.28K | – | 1410 |
|
|
2023
Q4 | $3.28K | Buy |
+42
| New | +$3.28K | ﹤0.01% | 588 |
|
|
2023
Q2 | – | Sell |
-357
| Closed | -$26K | – | 1225 |
|
|
2023
Q1 | $26K | Buy |
+357
| New | +$26K | 0.01% | 177 |
|
|
2022
Q4 | – | Sell |
-558
| Closed | -$36.9K | – | 783 |
|
|
2022
Q3 | $36.9K | Buy |
+558
| New | +$36.9K | 0.02% | 140 |
|