F/M Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,181
| Closed | -$234K | – | 84 |
|
|
2022
Q2 | $234K | Buy |
+3,181
| New | +$234K | 0.19% | 56 |
|
|
2021
Q4 | – | Sell |
-3,433
| Closed | -$252K | – | 99 |
|
|
2021
Q3 | $252K | Buy |
3,433
+252
| +8% | +$18.5K | 0.18% | 68 |
|
|
2021
Q2 | $234K | Hold |
3,181
| – | – | 0.19% | 56 |
|
|
2021
Q1 | $220K | Buy |
3,181
+1
| +0% | +$69 | 0.17% | 78 |
|
|
2020
Q4 | $216K | Buy |
+3,180
| New | +$216K | 0.19% | 54 |
|