FFG Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,563
| Closed | -$824K | – | 48 |
|
|
2023
Q4 | $824K | Sell |
10,563
-5,280
| -33% | -$412K | 0.64% | 38 |
|
|
2023
Q3 | $1.15M | Sell |
15,843
-3,269
| -17% | -$237K | 0.95% | 28 |
|
|
2023
Q2 | $1.42M | Sell |
19,112
-107
| -0.6% | -$7.95K | 1.14% | 24 |
|
|
2023
Q1 | $1.4M | Buy |
19,219
+4,485
| +30% | +$326K | 1.2% | 25 |
|
|
2022
Q4 | $1.06M | Buy |
+14,734
| New | +$1.06M | 0.97% | 30 |
|