Fortitude Family Office’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 | – | Sell |
-418
| Closed | -$39.1K | – | 2138 |
|
|
2025
Q1 | $39.1K | Buy |
418
+2
| +0.5% | +$187 | 0.01% | 264 |
|
|
2024
Q4 | $36.9K | Buy |
416
+2
| +0.5% | +$178 | 0.01% | 320 |
|
|
2024
Q3 | $37.8K | Buy |
+414
| New | +$37.8K | 0.02% | 288 |
|
|
2024
Q1 | – | Sell |
-46
| Closed | -$3.59K | – | 1092 |
|
|
2023
Q4 | $3.59K | Buy |
+46
| New | +$3.59K | ﹤0.01% | 783 |
|