Angeles Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,126
| Closed | -$103K | – | 380 |
|
|
2024
Q3 | $103K | Hold |
1,126
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $94.5K | Hold |
1,126
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $94.1K | Hold |
1,126
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $87.9K | Buy |
+1,126
| New | +$87.9K | 0.01% | 215 |
|
|
2022
Q4 | – | Sell |
-366
| Closed | -$24K | – | 226 |
|
|
2022
Q3 | $24K | Hold |
366
| – | – | ﹤0.01% | 198 |
|
|
2022
Q2 | $26K | Buy |
+366
| New | +$26K | 0.01% | 188 |
|