Atria Wealth Solutions’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 | $7.97M | Sell |
84,757
-169,129
| -67% | -$15.9M | 0.18% | 131 |
|
|
2025
Q1 | $23.8M | Sell |
253,886
-69,686
| -22% | -$6.53M | 0.29% | 71 |
|
|
2024
Q4 | $28.7M | Buy |
323,572
+8,759
| +3% | +$778K | 0.31% | 64 |
|
|
2024
Q3 | $28.7M | Sell |
314,813
-2,453
| -0.8% | -$224K | 0.31% | 58 |
|
|
2024
Q2 | $26.6M | Sell |
317,266
-10,242
| -3% | -$860K | 0.29% | 60 |
|
|
2024
Q1 | $27.4M | Sell |
327,508
-35,569
| -10% | -$2.97M | 0.31% | 59 |
|
|
2023
Q4 | $28.3M | Sell |
363,077
-107,128
| -23% | -$8.36M | 0.35% | 48 |
|
|
2023
Q3 | $34.1M | Buy |
470,205
+17,879
| +4% | +$1.3M | 0.48% | 31 |
|
|
2023
Q2 | $33.6M | Buy |
452,326
+6,031
| +1% | +$448K | 0.46% | 32 |
|
|
2023
Q1 | $32.5M | Buy |
446,295
+23,970
| +6% | +$1.74M | 0.48% | 32 |
|
|
2022
Q4 | $30.4M | Sell |
422,325
-27,806
| -6% | -$2M | 0.49% | 29 |
|
|
2022
Q3 | $29.8M | Buy |
450,131
+74,571
| +20% | +$4.93M | 0.51% | 31 |
|
|
2022
Q2 | $26.4M | Buy |
375,560
+25,832
| +7% | +$1.81M | 0.49% | 32 |
|
|
2022
Q1 | $27.1M | Buy |
+349,728
| New | +$27.1M | 0.45% | 33 |
|