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Atomi Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
15,297
-695
-4% -$65.2K 0.05% 246
2025
Q1
$1.5M Sell
15,992
-2,563
-14% -$240K 0.07% 211
2024
Q4
$1.65M Buy
18,555
+1,632
+10% +$145K 0.08% 175
2024
Q3
$1.55M Sell
16,923
-2,399
-12% -$219K 0.1% 167
2024
Q2
$1.62M Sell
19,322
-4,014
-17% -$337K 0.12% 138
2024
Q1
$1.95M Sell
23,336
-6,592
-22% -$551K 0.18% 115
2023
Q4
$2.34M Buy
29,928
+4,334
+17% +$338K 0.32% 64
2023
Q3
$1.85M Buy
25,594
+15,942
+165% +$1.15M 0.62% 39
2023
Q2
$717K Sell
9,652
-2,364
-20% -$176K 0.33% 93
2023
Q1
$874K Buy
+12,016
New +$874K 0.49% 61