Arrowroot Family Office’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 | $960K | Buy |
+10,225
| New | +$960K | 0.43% | 54 |
|
|
2024
Q4 | $1.05M | Sell |
11,789
-2,620
| -18% | -$233K | 0.54% | 48 |
|
|
2024
Q3 | $1.32M | Sell |
14,409
-34,569
| -71% | -$3.16M | 0.77% | 34 |
|
|
2024
Q2 | $4.11M | Buy |
48,978
+4,722
| +11% | +$396K | 2.63% | 9 |
|
|
2024
Q1 | $3.7M | Buy |
44,256
+1,831
| +4% | +$153K | 2.37% | 13 |
|
|
2023
Q4 | $3.31M | Buy |
42,425
+9,438
| +29% | +$736K | 2.34% | 10 |
|
|
2023
Q3 | $2.39M | Buy |
32,987
+15,731
| +91% | +$1.14M | 1.88% | 13 |
|
|
2023
Q2 | $1.28M | Buy |
17,256
+10,854
| +170% | +$807K | 0.97% | 37 |
|
|
2023
Q1 | $466K | Buy |
+6,402
| New | +$466K | 0.4% | 63 |
|