Acima Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
220
| – | – | 0.01% | 161 |
|
|
2025
Q1 | $20.6K | Hold |
220
| – | – | 0.01% | 162 |
|
|
2024
Q4 | $19.5K | Hold |
220
| – | – | 0.01% | 167 |
|
|
2024
Q3 | $20.1K | Hold |
220
| – | – | 0.01% | 166 |
|
|
2024
Q2 | $18.5K | Hold |
220
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $18.4K | Hold |
220
| – | – | 0.01% | 171 |
|
|
2023
Q4 | $17.2K | Sell |
220
-3,055
| -93% | -$238K | 0.01% | 185 |
|
|
2023
Q3 | $237K | Hold |
3,275
| – | – | 0.11% | 118 |
|
|
2023
Q2 | $243K | Hold |
3,275
| – | – | 0.12% | 119 |
|
|
2023
Q1 | $238K | Hold |
3,275
| – | – | 0.12% | 118 |
|
|
2022
Q4 | $236K | Hold |
3,275
| – | – | 0.12% | 116 |
|
|
2022
Q3 | $216K | Hold |
3,275
| – | – | 0.11% | 111 |
|
|
2022
Q2 | $230K | Hold |
3,275
| – | – | 0.11% | 111 |
|
|
2022
Q1 | $254K | Sell |
3,275
-1,156
| -26% | -$89.7K | 0.12% | 118 |
|
|
2021
Q4 | $358K | Buy |
4,431
+1,421
| +47% | +$115K | 0.15% | 101 |
|
|
2021
Q3 | $221K | Hold |
3,010
| – | – | 0.1% | 121 |
|
|
2021
Q2 | $222K | Hold |
3,010
| – | – | 0.1% | 120 |
|
|
2021
Q1 | $208K | Hold |
3,010
| – | – | 0.1% | 119 |
|
|
2020
Q4 | $204K | Buy |
3,010
+880
| +41% | +$59.6K | 0.11% | 119 |
|
|
2020
Q3 | $136K | Hold |
2,130
| – | – | 0.08% | 124 |
|
|
2020
Q2 | $129K | Hold |
2,130
| – | – | 0.08% | 134 |
|
|
2020
Q1 | $115K | Hold |
2,130
| – | – | 0.09% | 140 |
|
|
2019
Q4 | $140K | Hold |
2,130
| – | – | 0.1% | 153 |
|
|
2019
Q3 | $136K | Hold |
2,130
| – | – | 0.1% | 147 |
|
|
2019
Q2 | $131K | Hold |
2,130
| – | – | 0.1% | 143 |
|
|
2019
Q1 | $125K | Hold |
2,130
| – | – | 0.11% | 140 |
|
|
2018
Q4 | $112K | Buy |
+2,130
| New | +$112K | 0.11% | 145 |
|