Fifth Third Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
6,244
+244
| +4% | +$22.9K | 0.02% | 331 |
|
|
2025
Q1 | $562K | Buy |
6,000
+221
| +4% | +$20.7K | 0.03% | 308 |
|
|
2024
Q4 | $513K | Buy |
5,779
+807
| +16% | +$71.7K | 0.03% | 322 |
|
|
2024
Q3 | $454K | Buy |
4,972
+61
| +1% | +$5.57K | 0.03% | 333 |
|
|
2024
Q2 | $412K | Sell |
4,911
-507
| -9% | -$42.6K | 0.03% | 316 |
|
|
2024
Q1 | $453K | Buy |
5,418
+2,110
| +64% | +$176K | 0.07% | 163 |
|
|
2023
Q4 | $258K | Hold |
3,308
| – | – | 0.08% | 158 |
|
|
2023
Q3 | $239K | Sell |
3,308
-227
| -6% | -$16.4K | 0.1% | 151 |
|
|
2023
Q2 | $263K | Buy |
+3,535
| New | +$263K | 0.17% | 121 |
|