Avion Wealth’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 | $28K | Buy |
304
+143
| +89% | +$13.2K | 0.01% | 266 |
|
|
2025
Q1 | $14K | Hold |
161
| – | – | ﹤0.01% | 340 |
|
|
2024
Q4 | $14K | Hold |
161
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $14K | Hold |
161
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $13K | Hold |
161
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $14K | Hold |
161
| – | – | ﹤0.01% | 264 |
|
|
2023
Q4 | $13K | Hold |
161
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $11K | Hold |
161
| – | – | ﹤0.01% | 264 |
|
|
2023
Q2 | $11K | Hold |
161
| – | – | ﹤0.01% | 283 |
|
|
2023
Q1 | $11K | Hold |
161
| – | – | ﹤0.01% | 258 |
|
|
2022
Q4 | $10K | Hold |
161
| – | – | ﹤0.01% | 264 |
|
|
2022
Q3 | $11K | Hold |
161
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $11K | Hold |
161
| – | – | ﹤0.01% | 255 |
|
|
2022
Q1 | $12K | Hold |
161
| – | – | ﹤0.01% | 219 |
|
|
2021
Q4 | $13K | Hold |
161
| – | – | ﹤0.01% | 219 |
|
|
2021
Q3 | $12K | Hold |
161
| – | – | ﹤0.01% | 223 |
|
|
2021
Q2 | $12K | Hold |
161
| – | – | ﹤0.01% | 211 |
|
|
2021
Q1 | $11K | Hold |
161
| – | – | ﹤0.01% | 211 |
|
|
2020
Q4 | $11K | Hold |
161
| – | – | ﹤0.01% | 216 |
|
|
2020
Q3 | $10K | Hold |
161
| – | – | ﹤0.01% | 186 |
|
|
2020
Q2 | $10K | Hold |
161
| – | – | ﹤0.01% | 165 |
|
|
2020
Q1 | $9K | Buy |
+161
| New | +$9K | ﹤0.01% | 164 |
|