Financial Advantage’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$70K | – | 127 |
|
|
2022
Q2 | $70K | Hold |
1,000
| – | – | 0.06% | 59 |
|
|
2022
Q1 | $77K | Hold |
1,000
| – | – | 0.06% | 62 |
|
|
2021
Q4 | $80K | Hold |
1,000
| – | – | 0.07% | 62 |
|
|
2021
Q3 | $73K | Hold |
1,000
| – | – | 0.06% | 54 |
|
|
2021
Q2 | $73K | Hold |
1,000
| – | – | 0.06% | 54 |
|
|
2021
Q1 | $69K | Hold |
1,000
| – | – | 0.06% | 56 |
|
|
2020
Q4 | $67K | Hold |
1,000
| – | – | 0.06% | 53 |
|
|
2020
Q3 | $63K | Hold |
1,000
| – | – | 0.06% | 54 |
|
|
2020
Q2 | $60K | Buy |
+1,000
| New | +$60K | 0.05% | 55 |
|