Blue Bell Private 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 | $36.2K | Hold |
386
| – | – | 0.01% | 415 |
|
|
2025
Q1 | $36.2K | Buy |
386
+169
| +78% | +$15.8K | 0.01% | 411 |
|
|
2024
Q4 | $19.3K | Hold |
217
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $19.8K | Sell |
217
-61
| -22% | -$5.57K | ﹤0.01% | 467 |
|
|
2024
Q2 | $23.3K | Buy |
278
+153
| +122% | +$12.8K | ﹤0.01% | 444 |
|
|
2024
Q1 | $10.4K | Buy |
125
+13
| +12% | +$1.09K | ﹤0.01% | 516 |
|
|
2023
Q4 | $8.74K | Hold |
112
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $8.11K | Hold |
112
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $8.33K | Hold |
112
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $8.15K | Hold |
112
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $8.08K | Buy |
112
+61
| +120% | +$4.4K | ﹤0.01% | 397 |
|
|
2022
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 564 |
|
|
2022
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 598 |
|
|
2021
Q4 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 582 |
|