Ergawealth Advisors’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 | $1.68M | Sell |
17,916
-109
| -0.6% | -$10.2K | 0.76% | 22 |
|
|
2025
Q1 | $1.69M | Sell |
18,025
-475
| -3% | -$44.5K | 0.84% | 19 |
|
|
2024
Q4 | $1.64M | Sell |
18,500
-3,721
| -17% | -$330K | 0.81% | 19 |
|
|
2024
Q3 | $2.03M | Buy |
22,221
+18
| +0.1% | +$1.64K | 1.01% | 17 |
|
|
2024
Q2 | $1.86M | Sell |
22,203
-1,484
| -6% | -$125K | 1.01% | 17 |
|
|
2024
Q1 | $1.98M | Sell |
23,687
-4,594
| -16% | -$384K | 1.09% | 14 |
|
|
2023
Q4 | $2.21M | Buy |
28,281
+696
| +3% | +$54.3K | 1.36% | 14 |
|
|
2023
Q3 | $2M | Sell |
27,585
-329
| -1% | -$23.8K | 1.38% | 13 |
|
|
2023
Q2 | $2.07M | Sell |
27,914
-457
| -2% | -$34K | 1.42% | 12 |
|
|
2023
Q1 | $2.06M | Sell |
28,371
-4,096
| -13% | -$298K | 1.68% | 13 |
|
|
2022
Q4 | $2.34M | Buy |
+32,467
| New | +$2.34M | 2.12% | 12 |
|