Brown 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 | $3.26M | Sell |
34,724
-1,011
| -3% | -$94.9K | 1.01% | 26 |
|
|
2025
Q1 | $3.35M | Sell |
35,735
-859
| -2% | -$80.5K | 1.15% | 22 |
|
|
2024
Q4 | $3.25M | Sell |
36,594
-4,759
| -12% | -$423K | 1.15% | 20 |
|
|
2024
Q3 | $3.78M | Sell |
41,353
-380
| -0.9% | -$34.7K | 1.36% | 18 |
|
|
2024
Q2 | $3.5M | Sell |
41,733
-480
| -1% | -$40.3K | 1.41% | 17 |
|
|
2024
Q1 | $3.53M | Sell |
42,213
-1,335
| -3% | -$112K | 1.46% | 18 |
|
|
2023
Q4 | $3.4M | Sell |
43,548
-6,566
| -13% | -$512K | 1.5% | 19 |
|
|
2023
Q3 | $3.63M | Sell |
50,114
-42,620
| -46% | -$3.08M | 1.73% | 19 |
|
|
2023
Q2 | $6.89M | Buy |
+92,734
| New | +$6.89M | 3.56% | 7 |
|