AWM
Atticus Wealth Management’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 | $17.6K | Hold |
188
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $17.6K | Hold |
188
| – | – | 0.01% | 331 |
|
|
2024
Q4 | $16.7K | Hold |
188
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $17.2K | Sell |
188
-9
| -5% | -$822 | 0.01% | 344 |
|
|
2024
Q2 | $16.5K | Sell |
197
-63
| -24% | -$5.29K | 0.01% | 335 |
|
|
2024
Q1 | $21.7K | Sell |
260
-845
| -76% | -$70.6K | 0.01% | 317 |
|
|
2023
Q4 | $86.2K | Sell |
1,105
-4,027
| -78% | -$314K | 0.03% | 183 |
|
|
2023
Q3 | $371K | Sell |
5,132
-1,272
| -20% | -$92.1K | 0.14% | 87 |
|
|
2023
Q2 | $476K | Sell |
6,404
-913
| -12% | -$67.9K | 0.18% | 80 |
|
|
2023
Q1 | $532K | Sell |
7,317
-3,126
| -30% | -$227K | 0.2% | 73 |
|
|
2022
Q4 | $753K | Sell |
10,443
-5,492
| -34% | -$396K | 0.31% | 56 |
|
|
2022
Q3 | $1.12M | Hold |
15,935
| – | – | 0.54% | 35 |
|
|
2022
Q2 | $1.12M | Buy |
15,935
+51
| +0.3% | +$3.58K | 0.46% | 47 |
|
|
2022
Q1 | $1.23M | Buy |
15,884
+2,259
| +17% | +$175K | 0.45% | 41 |
|
|
2021
Q4 | $1.1M | Buy |
+13,625
| New | +$1.1M | 0.43% | 44 |
|