Fortune Financial 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 | $11.9M | Buy |
126,507
+3,666
| +3% | +$344K | 9.55% | 1 |
|
|
2025
Q1 | $11.5M | Buy |
122,841
+543
| +0.4% | +$50.9K | 9.92% | 1 |
|
|
2024
Q4 | $10.9M | Buy |
122,298
+4,427
| +4% | +$393K | 9.87% | 1 |
|
|
2024
Q3 | $10.8M | Sell |
117,871
-9
| -0% | -$822 | 9.75% | 1 |
|
|
2024
Q2 | $9.9M | Sell |
117,880
-1,062
| -0.9% | -$89.2K | 6.06% | 1 |
|
|
2024
Q1 | $9.94M | Sell |
118,942
-2,882
| -2% | -$241K | 6.3% | 1 |
|
|
2023
Q4 | $9.51M | Buy |
121,824
+1,566
| +1% | +$122K | 6.64% | 1 |
|
|
2023
Q3 | $8.7M | Sell |
120,258
-189
| -0.2% | -$13.7K | 6.66% | 1 |
|
|
2023
Q2 | $8.95M | Buy |
+120,447
| New | +$8.95M | 6.72% | 1 |
|