Farther Finance 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 | $2.85M | Sell |
30,352
-5,545
| -15% | -$521K | 0.06% | 276 |
|
|
2025
Q1 | $3.36M | Buy |
35,897
+17,080
| +91% | +$1.6M | 0.09% | 212 |
|
|
2024
Q4 | $1.67M | Buy |
18,817
+4,512
| +32% | +$401K | 0.06% | 251 |
|
|
2024
Q3 | $1.31M | Sell |
14,305
-1,045
| -7% | -$95.4K | 0.05% | 283 |
|
|
2024
Q2 | $1.29M | Sell |
15,350
-10,382
| -40% | -$870K | 0.06% | 240 |
|
|
2024
Q1 | $2.14M | Sell |
25,732
-10,181
| -28% | -$848K | 0.13% | 134 |
|
|
2023
Q4 | $2.8M | Sell |
35,913
-5,869
| -14% | -$458K | 0.2% | 96 |
|
|
2023
Q3 | $3.02M | Buy |
41,782
+8,156
| +24% | +$590K | 0.47% | 40 |
|
|
2023
Q2 | $2.5M | Buy |
33,626
+6,313
| +23% | +$469K | 0.55% | 36 |
|
|
2023
Q1 | $1.99M | Buy |
27,313
+9,845
| +56% | +$716K | 0.58% | 30 |
|
|
2022
Q4 | $1.26M | Buy |
+17,468
| New | +$1.26M | 0.49% | 35 |
|