Beaird Harris Wealth Management’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 | $32.8K | Hold |
349
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $32.7K | Hold |
349
| – | – | ﹤0.01% | 262 |
|
|
2024
Q4 | $31K | Sell |
349
-1
| -0.3% | -$89 | ﹤0.01% | 275 |
|
|
2024
Q3 | $31.9K | Buy |
350
+1
| +0.3% | +$91 | ﹤0.01% | 263 |
|
|
2024
Q2 | $29.3K | Buy |
+349
| New | +$29.3K | ﹤0.01% | 269 |
|
|
2023
Q3 | – | Hold |
0
| – | -$25 | – | 494 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$893 | – | 463 |
|
|
2023
Q1 | $893 | Hold |
12
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $881 | Hold |
12
| – | – | ﹤0.01% | 643 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 469 |
|
|
2022
Q2 | – | Sell |
-121
| Closed | -$9K | – | 610 |
|
|
2022
Q1 | $9K | Hold |
121
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $10K | Buy |
+121
| New | +$10K | ﹤0.01% | 406 |
|