Empower Advisory Group’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 | $229K | Sell |
2,435
-443
| -15% | -$41.6K | ﹤0.01% | 460 |
|
|
2025
Q1 | $270K | Sell |
2,878
-595
| -17% | -$55.7K | ﹤0.01% | 418 |
|
|
2024
Q4 | $308K | Buy |
3,473
+23
| +0.7% | +$2.04K | ﹤0.01% | 401 |
|
|
2024
Q3 | $315K | Sell |
3,450
-882
| -20% | -$80.5K | ﹤0.01% | 390 |
|
|
2024
Q2 | $364K | Sell |
4,332
-30
| -0.7% | -$2.52K | ﹤0.01% | 354 |
|
|
2024
Q1 | $365K | Buy |
4,362
+1,715
| +65% | +$143K | ﹤0.01% | 366 |
|
|
2023
Q4 | $207K | Sell |
2,647
-1,042
| -28% | -$81.3K | ﹤0.01% | 457 |
|
|
2023
Q3 | $267K | Buy |
+3,689
| New | +$267K | ﹤0.01% | 405 |
|