AWM
Accurate 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 | $203K | Buy |
+2,172
| New | +$203K | 0.03% | 432 |
|
|
2025
Q1 | – | Sell |
-2,579
| Closed | -$227K | – | 412 |
|
|
2024
Q4 | $227K | Sell |
2,579
-1,049
| -29% | -$92.3K | 0.04% | 346 |
|
|
2024
Q3 | $335K | Buy |
+3,628
| New | +$335K | 0.07% | 272 |
|
|
2023
Q3 | – | Sell |
-4,017
| Closed | -$299K | – | 300 |
|
|
2023
Q2 | $299K | Sell |
4,017
-25
| -0.6% | -$1.86K | 0.09% | 201 |
|
|
2023
Q1 | $297K | Buy |
4,042
+22
| +0.5% | +$1.62K | 0.1% | 189 |
|
|
2022
Q4 | $294K | Buy |
+4,020
| New | +$294K | 0.11% | 171 |
|