DAS
Diversify Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Buy |
92,492
+8,249
| +10% | +$766K | 0.33% | 51 |
|
|
2025
Q1 | $7.74M | Buy |
84,243
+251
| +0.3% | +$23.1K | 0.48% | 34 |
|
|
2024
Q4 | $7.36M | Buy |
83,992
+1,046
| +1% | +$91.7K | 0.41% | 35 |
|
|
2024
Q3 | $7.64M | Buy |
82,946
+7,863
| +10% | +$724K | 0.41% | 44 |
|
|
2024
Q2 | $6.31M | Buy |
75,083
+15,079
| +25% | +$1.27M | 0.35% | 53 |
|
|
2024
Q1 | $5M | Buy |
+60,004
| New | +$5M | 0.29% | 75 |
|