Bowman & Company’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 | $2.85M | Sell |
30,325
-249
| -0.8% | -$23.4K | 1.27% | 20 |
|
|
2025
Q1 | $2.86M | Sell |
30,574
-14,006
| -31% | -$1.31M | 1.41% | 17 |
|
|
2024
Q4 | $3.96M | Sell |
44,580
-6,096
| -12% | -$541K | 2.05% | 11 |
|
|
2024
Q3 | $4.63M | Sell |
50,676
-2,452
| -5% | -$224K | 2.43% | 9 |
|
|
2024
Q2 | $4.46M | Sell |
53,128
-1,136
| -2% | -$95.4K | 2.58% | 8 |
|
|
2024
Q1 | $4.54M | Sell |
54,264
-2,542
| -4% | -$212K | 2.74% | 7 |
|
|
2023
Q4 | $4.43M | Sell |
56,806
-262
| -0.5% | -$20.4K | 3.09% | 7 |
|
|
2023
Q3 | $4.13M | Sell |
57,068
-16,150
| -22% | -$1.17M | 3.29% | 6 |
|
|
2023
Q2 | $5.44M | Sell |
73,218
-53,041
| -42% | -$3.94M | 4.12% | 4 |
|
|
2023
Q1 | $9.18M | Sell |
126,259
-8,466
| -6% | -$616K | 6.74% | 4 |
|
|
2022
Q4 | $9.71M | Sell |
134,725
-243
| -0.2% | -$17.5K | 7.53% | 4 |
|
|
2022
Q3 | $8.92M | Sell |
134,968
-5,262
| -4% | -$348K | 8.09% | 4 |
|
|
2022
Q2 | $9.85M | Sell |
140,230
-25,068
| -15% | -$1.76M | 8.59% | 3 |
|
|
2022
Q1 | $12.8M | Buy |
165,298
+2,241
| +1% | +$174K | 9.87% | 2 |
|
|
2021
Q4 | $13.2M | Buy |
+163,057
| New | +$13.2M | 10.17% | 2 |
|