BetterWealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,290
| Closed | -$1.34M | – | 41 |
|
|
2022
Q3 | $1.34M | Sell |
20,290
-10,052
| -33% | -$664K | 0.69% | 15 |
|
|
2022
Q2 | $2.13M | Sell |
30,342
-167,977
| -85% | -$11.8M | 1.05% | 15 |
|
|
2022
Q1 | $15.4M | Buy |
198,319
+739
| +0.4% | +$57.3K | 20.6% | 2 |
|
|
2021
Q4 | $16M | Buy |
+197,580
| New | +$16M | 11.21% | 4 |
|