AWM
Activest 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
Q1 | – | Hold |
0
| – | – | – | 1408 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1172 |
|
|
2024
Q3 | – | Sell |
-137
| Closed | -$11.5K | – | 752 |
|
|
2024
Q2 | $11.5K | Buy |
+137
| New | +$11.5K | ﹤0.01% | 294 |
|
|
2023
Q1 | – | Sell |
-1,307
| Closed | -$83.9K | – | 547 |
|
|
2022
Q4 | $83.9K | Buy |
+1,307
| New | +$83.9K | 0.02% | 143 |
|