Fortis Group 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 | $1.78M | Sell |
19,213
-870
| -4% | -$80.6K | 0.32% | 75 |
|
|
2025
Q1 | $1.88M | Sell |
20,083
-116
| -0.6% | -$10.9K | 0.37% | 73 |
|
|
2024
Q4 | $1.79M | Buy |
20,199
+190
| +0.9% | +$16.9K | 0.33% | 77 |
|
|
2024
Q3 | $1.83M | Sell |
20,009
-333
| -2% | -$30.4K | 0.34% | 69 |
|
|
2024
Q2 | $1.71M | Sell |
20,342
-2,263
| -10% | -$190K | 0.34% | 63 |
|
|
2024
Q1 | $1.89M | Sell |
22,605
-2,573
| -10% | -$215K | 0.35% | 64 |
|
|
2023
Q4 | $1.84M | Buy |
25,178
+1,241
| +5% | +$90.9K | 0.46% | 33 |
|
|
2023
Q3 | $1.74M | Buy |
23,937
+2,220
| +10% | +$161K | 0.53% | 29 |
|
|
2023
Q2 | $1.61M | Sell |
21,717
-238
| -1% | -$17.7K | 0.43% | 44 |
|
|
2023
Q1 | $1.62M | Buy |
+21,955
| New | +$1.62M | 0.49% | 38 |
|
|
2020
Q3 | $6.99M | Buy |
+109,682
| New | +$6.99M | 1.36% | 18 |
|