Destination 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 | $385K | Buy |
4,106
+96
| +2% | +$9.01K | 0.01% | 198 |
|
|
2025
Q1 | $376K | Buy |
4,010
+145
| +4% | +$13.6K | 0.01% | 189 |
|
|
2024
Q4 | $343K | Buy |
3,865
+350
| +10% | +$31.1K | 0.01% | 188 |
|
|
2024
Q3 | $321K | Sell |
3,515
-27
| -0.8% | -$2.47K | 0.01% | 189 |
|
|
2024
Q2 | $297K | Buy |
3,542
+68
| +2% | +$5.71K | 0.01% | 176 |
|
|
2024
Q1 | $290K | Hold |
3,474
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $271K | Hold |
3,474
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $251K | Sell |
3,474
-2,100
| -38% | -$152K | 0.01% | 179 |
|
|
2023
Q2 | $414K | Buy |
5,574
+1,947
| +54% | +$145K | 0.02% | 154 |
|
|
2023
Q1 | $264K | Buy |
3,627
+445
| +14% | +$32.4K | 0.01% | 180 |
|
|
2022
Q4 | $229K | Buy |
+3,182
| New | +$229K | 0.01% | 184 |
|
|
2018
Q3 | – | Sell |
-498
| Closed | -$26K | – | 768 |
|
|
2018
Q2 | $26K | Buy |
+498
| New | +$26K | ﹤0.01% | 324 |
|