Dunhill Financial’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 | $102K | Buy |
1,082
+58
| +6% | +$5.44K | 0.03% | 164 |
|
|
2025
Q1 | $95.9K | Sell |
1,024
-50
| -5% | -$4.68K | 0.04% | 142 |
|
|
2024
Q4 | $95.4K | Buy |
1,074
+50
| +5% | +$4.44K | 0.04% | 130 |
|
|
2024
Q3 | $93.5K | Buy |
1,024
+974
| +1,948% | +$88.9K | 0.05% | 125 |
|
|
2024
Q2 | $4.2K | Hold |
50
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $4.18K | Hold |
50
| – | – | ﹤0.01% | 354 |
|
|
2023
Q4 | $3.9K | Buy |
+50
| New | +$3.9K | ﹤0.01% | 322 |
|