Financial Engines 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 | $347K | Sell |
3,698
-417
| -10% | -$39.1K | ﹤0.01% | 423 |
|
|
2025
Q1 | $385K | Sell |
4,115
-49
| -1% | -$4.58K | ﹤0.01% | 346 |
|
|
2024
Q4 | $370K | Buy |
4,164
+781
| +23% | +$69.3K | ﹤0.01% | 357 |
|
|
2024
Q3 | $309K | Buy |
3,383
+860
| +34% | +$78.5K | ﹤0.01% | 330 |
|
|
2024
Q2 | $212K | Sell |
2,523
-84
| -3% | -$7.06K | ﹤0.01% | 341 |
|
|
2024
Q1 | $218K | Buy |
+2,607
| New | +$218K | ﹤0.01% | 322 |
|
|
2018
Q4 | – | Sell |
-81
| Closed | -$5K | – | 176 |
|
|
2018
Q3 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 121 |
|