Atlas Brown’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 | $406K | Buy |
4,321
+90
| +2% | +$8.45K | 0.13% | 152 |
|
|
2025
Q1 | $396K | Sell |
4,231
-127
| -3% | -$11.9K | 0.14% | 142 |
|
|
2024
Q4 | $387K | Sell |
4,358
-753
| -15% | -$66.9K | 0.13% | 146 |
|
|
2024
Q3 | $467K | Buy |
5,111
+165
| +3% | +$15.1K | 0.16% | 129 |
|
|
2024
Q2 | $415K | Buy |
4,946
+6
| +0.1% | +$504 | 0.15% | 136 |
|
|
2024
Q1 | $413K | Buy |
4,940
+1,125
| +29% | +$94K | 0.15% | 131 |
|
|
2023
Q4 | $298K | Buy |
3,815
+66
| +2% | +$5.15K | 0.12% | 145 |
|
|
2023
Q3 | $271K | Buy |
3,749
+155
| +4% | +$11.2K | 0.12% | 149 |
|
|
2023
Q2 | $267K | Buy |
3,594
+204
| +6% | +$15.2K | 0.12% | 153 |
|
|
2023
Q1 | $247K | Buy |
3,390
+269
| +9% | +$19.6K | 0.11% | 156 |
|
|
2022
Q4 | $225K | Sell |
3,121
-532
| -15% | -$38.4K | 0.11% | 161 |
|
|
2022
Q3 | $241K | Sell |
3,653
-1,939
| -35% | -$128K | 0.12% | 151 |
|
|
2022
Q2 | $393K | Buy |
5,592
+15
| +0.3% | +$1.05K | 0.19% | 126 |
|
|
2022
Q1 | $433K | Sell |
5,577
-156
| -3% | -$12.1K | 0.18% | 132 |
|
|
2021
Q4 | $464K | Buy |
5,733
+185
| +3% | +$15K | 0.18% | 131 |
|
|
2021
Q3 | $408K | Buy |
5,548
+81
| +1% | +$5.96K | 0.18% | 131 |
|
|
2021
Q2 | $402K | Sell |
5,467
-432
| -7% | -$31.8K | 0.17% | 132 |
|
|
2021
Q1 | $408K | Buy |
5,899
+1,486
| +34% | +$103K | 0.19% | 126 |
|
|
2020
Q4 | $300K | Buy |
4,413
+270
| +7% | +$18.4K | 0.16% | 137 |
|
|
2020
Q3 | $264K | Buy |
4,143
+642
| +18% | +$40.9K | 0.16% | 131 |
|
|
2020
Q2 | $212K | Buy |
+3,501
| New | +$212K | 0.13% | 141 |
|