CFO4Life’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.64M | Buy |
+22,739
| New | +$1.64M | 0.35% | 50 |
|
|
2016
Q4 | $4.19M | Sell |
92,638
-56,341
| -38% | -$2.55M | 3.46% | 6 |
|
|
2016
Q3 | $6.77M | Buy |
148,979
+6,185
| +4% | +$281K | 5.87% | 3 |
|
|
2016
Q2 | $6.6M | Buy |
142,794
+7,851
| +6% | +$363K | 5.64% | 3 |
|
|
2016
Q1 | $5.93M | Buy |
134,943
+106,083
| +368% | +$4.66M | 5.31% | 3 |
|
|
2015
Q4 | $1.21M | Buy |
+28,860
| New | +$1.21M | 1.15% | 19 |
|