Founders Financial Alliance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $370K | Sell |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $323K | Buy |
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