Enzi Wealth’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 | $13M | Sell |
140,216
-422
| -0.3% | -$39.1K | 4.76% | 6 |
|
|
2025
Q1 | $12.8M | Sell |
140,638
-496
| -0.4% | -$45.1K | 5.17% | 6 |
|
|
2024
Q4 | $12.8M | Buy |
141,134
+4,124
| +3% | +$374K | 4.87% | 6 |
|
|
2024
Q3 | $12.7M | Buy |
137,010
+5,915
| +5% | +$548K | 4.96% | 6 |
|
|
2024
Q2 | $11M | Buy |
131,095
+1,452
| +1% | +$122K | 4.85% | 7 |
|
|
2024
Q1 | $10.4M | Sell |
129,643
-5,505
| -4% | -$440K | 4.87% | 7 |
|
|
2023
Q4 | $10.8M | Sell |
135,148
-19,206
| -12% | -$1.53M | 5.18% | 7 |
|
|
2023
Q3 | $11.3M | Buy |
154,354
+166
| +0.1% | +$12.1K | 5.97% | 6 |
|
|
2023
Q2 | $11.5M | Buy |
154,188
+15,408
| +11% | +$1.15M | 5.83% | 7 |
|
|
2023
Q1 | $10.3M | Buy |
138,780
+61,856
| +80% | +$4.58M | 5.27% | 7 |
|
|
2022
Q4 | $5.59M | Buy |
76,924
+13,382
| +21% | +$973K | 2.67% | 10 |
|
|
2022
Q3 | $4.58M | Buy |
+63,542
| New | +$4.58M | 2.25% | 10 |
|