FI
Financial Insights’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,453
| Closed | -$249K | – | 173 |
|
|
2022
Q4 | $249K | Buy |
+3,453
| New | +$249K | 0.12% | 124 |
|
|
2022
Q2 | – | Sell |
-2,741
| Closed | -$213K | – | 95 |
|
|
2022
Q1 | $213K | Sell |
2,741
-160
| -6% | -$12.4K | 0.2% | 79 |
|
|
2021
Q4 | $235K | Hold |
2,901
| – | – | 0.2% | 74 |
|
|
2021
Q3 | $213K | Hold |
2,901
| – | – | 0.2% | 76 |
|
|
2021
Q2 | $2.14M | Hold |
2,901
| – | – | 0.18% | 76 |
|
|
2021
Q1 | $201K | Buy |
+2,901
| New | +$201K | 0.15% | 80 |
|
|
2020
Q2 | – | Sell |
-4,588
| Closed | -$248K | – | 90 |
|
|
2020
Q1 | $248K | Sell |
4,588
-47
| -1% | -$2.54K | 0.26% | 58 |
|
|
2019
Q4 | $304K | Buy |
4,635
+47
| +1% | +$3.08K | 0.27% | 53 |
|
|
2019
Q3 | $294K | Buy |
+4,588
| New | +$294K | 0.28% | 50 |
|