Financial 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 | $103M | Sell |
1,099,487
-8,163
| -0.7% | -$766K | 19.22% | 1 |
|
|
2025
Q1 | $104M | Buy |
1,107,650
+383
| +0% | +$35.9K | 20.47% | 1 |
|
|
2024
Q4 | $98.3M | Sell |
1,107,267
-1,942
| -0.2% | -$172K | 18.86% | 1 |
|
|
2024
Q3 | $101M | Buy |
1,109,209
+16,576
| +2% | +$1.51M | 19.3% | 1 |
|
|
2024
Q2 | $91.7M | Buy |
1,092,633
+5,790
| +0.5% | +$486K | 18.76% | 1 |
|
|
2024
Q1 | $90.8M | Buy |
1,086,843
+5,353
| +0.5% | +$447K | 18.8% | 1 |
|
|
2023
Q4 | $84.4M | Sell |
1,081,490
-2,820
| -0.3% | -$220K | 18.92% | 1 |
|
|
2023
Q3 | $78.5M | Buy |
1,084,310
+43
| +0% | +$3.11K | 19.43% | 1 |
|
|
2023
Q2 | $80.6M | Buy |
1,084,267
+8,480
| +0.8% | +$630K | 19.21% | 1 |
|
|
2023
Q1 | $78.3M | Buy |
1,075,787
+27,351
| +3% | +$1.99M | 19.82% | 1 |
|
|
2022
Q4 | $75.6M | Buy |
1,048,436
+5,781
| +0.6% | +$417K | 20.66% | 1 |
|
|
2022
Q3 | $68.6M | Buy |
1,042,655
+25,937
| +3% | +$1.71M | 23.83% | 1 |
|
|
2022
Q2 | $71.4M | Buy |
1,016,718
+32,911
| +3% | +$2.31M | 25.21% | 1 |
|
|
2022
Q1 | $76.3M | Buy |
983,807
+24,132
| +3% | +$1.87M | 23.82% | 1 |
|
|
2021
Q4 | $77.6M | Buy |
959,675
+9,839
| +1% | +$796K | 23.66% | 1 |
|
|
2021
Q3 | $69.8M | Buy |
949,836
+16,369
| +2% | +$1.2M | 23.61% | 1 |
|
|
2021
Q2 | $68.7M | Buy |
933,467
+10,016
| +1% | +$737K | 24.1% | 1 |
|
|
2021
Q1 | $63.9M | Buy |
923,451
+10,712
| +1% | +$741K | 25.5% | 1 |
|
|
2020
Q4 | $62M | Buy |
912,739
+30,726
| +3% | +$2.09M | 27.53% | 1 |
|
|
2020
Q3 | $56.2M | Sell |
882,013
-16,495
| -2% | -$1.05M | 29.57% | 1 |
|
|
2020
Q2 | $54.5M | Buy |
898,508
+103,179
| +13% | +$6.26M | 30.35% | 1 |
|
|
2020
Q1 | $43M | Buy |
795,329
+70,780
| +10% | +$3.82M | 29.06% | 1 |
|
|
2019
Q4 | $47.5M | Buy |
724,549
+27,396
| +4% | +$1.8M | 26.94% | 1 |
|
|
2019
Q3 | $44.7M | Buy |
697,153
+43,965
| +7% | +$2.82M | 27.39% | 1 |
|
|
2019
Q2 | $40.3M | Buy |
653,188
+41,125
| +7% | +$2.54M | 25.88% | 1 |
|
|
2019
Q1 | $36M | Buy |
612,063
+41,082
| +7% | +$2.42M | 24.58% | 1 |
|
|
2018
Q4 | $29.9M | Buy |
+570,981
| New | +$29.9M | 24.32% | 1 |
|