Brass Tax 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 | $3.46M | Sell |
36,833
-561
| -2% | -$52.7K | 0.67% | 27 |
|
|
2025
Q1 | $3.5M | Buy |
37,394
+28
| +0.1% | +$2.62K | 0.74% | 28 |
|
|
2024
Q4 | $3.32M | Sell |
37,366
-702
| -2% | -$62.3K | 0.7% | 28 |
|
|
2024
Q3 | $3.48M | Sell |
38,068
-2,741
| -7% | -$250K | 0.74% | 28 |
|
|
2024
Q2 | $3.43M | Sell |
40,809
-215
| -0.5% | -$18.1K | 1.48% | 17 |
|
|
2024
Q1 | $3.43M | Buy |
+41,024
| New | +$3.43M | 1.79% | 16 |
|