AFG
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 |
|