Ethos Financial 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 | – | Sell |
-2,198
| Closed | -$206K | – | 528 |
|
|
2025
Q1 | $206K | Buy |
+2,198
| New | +$206K | 0.02% | 384 |
|
|
2024
Q1 | – | Sell |
-50,210
| Closed | -$3.92M | – | 306 |
|
|
2023
Q4 | $3.92M | Sell |
50,210
-2,132
| -4% | -$166K | 0.83% | 34 |
|
|
2023
Q3 | $3.81M | Buy |
52,342
+10,217
| +24% | +$743K | 0.99% | 36 |
|
|
2023
Q2 | $3.06M | Hold |
42,125
| – | – | 1.03% | 29 |
|
|
2023
Q1 | $3.06M | Buy |
42,125
+8,728
| +26% | +$635K | 0.95% | 30 |
|
|
2022
Q4 | $2.41M | Buy |
+33,397
| New | +$2.41M | 0.82% | 32 |
|