Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.75K | Sell |
63
-25
| -28% | -$2.28K | ﹤0.01% | 187 |
|
|
2024
Q2 | $7.39K | Hold |
88
| – | – | ﹤0.01% | 185 |
|
|
2024
Q1 | $7.36K | Hold |
88
| – | – | ﹤0.01% | 162 |
|
|
2023
Q4 | $6.87K | Sell |
88
-36
| -29% | -$2.81K | ﹤0.01% | 163 |
|
|
2023
Q3 | $8.98K | Sell |
124
-2,129
| -94% | -$154K | 0.01% | 154 |
|
|
2023
Q2 | $167K | Hold |
2,253
| – | – | 0.11% | 110 |
|
|
2023
Q1 | $164K | Sell |
2,253
-4,845
| -68% | -$352K | 0.12% | 106 |
|
|
2022
Q4 | $512K | Buy |
+7,098
| New | +$512K | 0.43% | 54 |
|