Adamsbrown Wealth Consultants’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
Q1 | – | Sell |
-3,215
| Closed | -$285K | – | 105 |
|
|
2024
Q4 | $285K | Sell |
3,215
-112
| -3% | -$9.94K | 0.1% | 79 |
|
|
2024
Q3 | $304K | Buy |
3,327
+230
| +7% | +$21K | 0.11% | 69 |
|
|
2024
Q2 | $260K | Hold |
3,097
| – | – | 0.1% | 73 |
|
|
2024
Q1 | $259K | Sell |
3,097
-123
| -4% | -$10.3K | 0.1% | 69 |
|
|
2023
Q4 | $251K | Buy |
3,220
+149
| +5% | +$11.6K | 0.11% | 68 |
|
|
2023
Q3 | $222K | Buy |
+3,071
| New | +$222K | 0.11% | 72 |
|