FG
Fiduciary Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $805K | Hold |
8,579
| – | – | 0.08% | 172 |
|
2025
Q1 | $804K | Hold |
8,579
| – | – | 0.08% | 168 |
|
2024
Q4 | $762K | Hold |
8,579
| – | – | 0.08% | 170 |
|
2024
Q3 | $783K | Hold |
8,579
| – | – | 0.08% | 164 |
|
2024
Q2 | $720K | Hold |
8,579
| – | – | 0.08% | 164 |
|
2024
Q1 | $717K | Hold |
8,579
| – | – | 0.08% | 159 |
|
2023
Q4 | $669K | Hold |
8,579
| – | – | 0.08% | 156 |
|
2023
Q3 | $621K | Hold |
8,579
| – | – | 0.08% | 144 |
|
2023
Q2 | $638K | Hold |
8,579
| – | – | 0.08% | 141 |
|
2023
Q1 | $624K | Hold |
8,579
| – | – | 0.08% | 144 |
|
2022
Q4 | $619K | Hold |
8,579
| – | – | 0.08% | 142 |
|
2022
Q3 | $622K | Hold |
8,579
| – | – | 0.08% | 141 |
|
2022
Q2 | $641K | Hold |
8,579
| – | – | 0.08% | 142 |
|
2022
Q1 | $607K | Hold |
8,579
| – | – | 0.08% | 141 |
|
2021
Q4 | $694K | Hold |
8,579
| – | – | 0.08% | 141 |
|
2021
Q3 | $666K | Hold |
8,579
| – | – | 0.08% | 140 |
|
2021
Q2 | $654K | Hold |
8,579
| – | – | 0.08% | 139 |
|
2021
Q1 | $617K | Hold |
8,579
| – | – | 0.08% | 139 |
|
2020
Q4 | $583K | Hold |
8,579
| – | – | 0.08% | 141 |
|
2020
Q3 | $547K | Hold |
8,579
| – | – | 0.08% | 134 |
|
2020
Q2 | $520K | Buy |
+8,579
| New | +$520K | 0.09% | 130 |
|