BFA
BMS Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.05M | Sell |
14,168
-7,195
| -34% | -$535K | 0.69% | 29 |
|
|
2023
Q1 | $1.55M | Sell |
21,363
-1,105
| -5% | -$80.4K | 1.07% | 19 |
|
|
2022
Q4 | $1.82M | Sell |
22,468
-57,804
| -72% | -$4.68M | 1.21% | 15 |
|
|
2022
Q3 | $5.31M | Buy |
80,272
+57,528
| +253% | +$3.8M | 3.72% | 6 |
|
|
2022
Q2 | $1.84M | Buy |
22,744
+3,487
| +18% | +$282K | 1.2% | 15 |
|
|
2022
Q1 | $1.49M | Sell |
19,257
-3,512
| -15% | -$272K | 0.95% | 18 |
|
|
2021
Q4 | $1.84M | Buy |
+22,769
| New | +$1.84M | 1.17% | 15 |
|