FWM
Foguth Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
3,345
-1,773
| -35% | -$166K | 0.07% | 108 |
|
|
2025
Q1 | $479K | Sell |
5,118
-149
| -3% | -$14K | 0.12% | 82 |
|
|
2024
Q4 | $479K | Buy |
5,267
+1,852
| +54% | +$168K | 0.13% | 85 |
|
|
2024
Q3 | $310K | Sell |
3,415
-68
| -2% | -$6.18K | 0.11% | 99 |
|
|
2024
Q2 | $292K | Sell |
3,483
-4,393
| -56% | -$369K | 0.13% | 101 |
|
|
2024
Q1 | $658K | Buy |
+7,876
| New | +$658K | 0.35% | 56 |
|