Arcadia Wealth Management (New Hampshire)’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 | $276K | Sell |
2,944
-82
| -3% | -$7.7K | 0.12% | 54 |
|
|
2025
Q1 | $283K | Buy |
+3,026
| New | +$283K | 0.14% | 58 |
|
|
2024
Q2 | – | Sell |
-4,530
| Closed | -$379K | – | 64 |
|
|
2024
Q1 | $379K | Sell |
4,530
-53
| -1% | -$4.43K | 0.23% | 42 |
|
|
2023
Q4 | $358K | Sell |
4,583
-3,103
| -40% | -$242K | 0.25% | 40 |
|
|
2023
Q3 | $556K | Sell |
7,686
-217
| -3% | -$15.7K | 0.43% | 32 |
|
|
2023
Q2 | $587K | Buy |
7,903
+1,191
| +18% | +$88.5K | 0.43% | 32 |
|
|
2023
Q1 | $488K | Buy |
6,712
+963
| +17% | +$70K | 0.41% | 37 |
|
|
2022
Q4 | $415K | Buy |
+5,749
| New | +$415K | 0.36% | 37 |
|