Future Financial Wealth Management’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 | $112K | Sell |
1,197
-169
| -12% | -$15.9K | 0.08% | 153 |
|
|
2025
Q1 | $128K | Hold |
1,366
| – | – | 0.09% | 137 |
|
|
2024
Q4 | $121K | Sell |
1,366
-832
| -38% | -$73.9K | 0.09% | 140 |
|
|
2024
Q3 | $201K | Buy |
+2,198
| New | +$201K | 0.14% | 113 |
|
|
2024
Q2 | – | Sell |
-2,198
| Closed | -$184K | – | 450 |
|
|
2024
Q1 | $184K | Buy |
+2,198
| New | +$184K | 0.14% | 122 |
|
|
2023
Q4 | – | Sell |
-3,248
| Closed | -$235K | – | 117 |
|
|
2023
Q3 | $235K | Sell |
3,248
-6
| -0.2% | -$434 | 0.26% | 89 |
|
|
2023
Q2 | $242K | Sell |
3,254
-325
| -9% | -$24.2K | 0.25% | 90 |
|
|
2023
Q1 | $261K | Sell |
3,579
-175
| -5% | -$12.8K | 0.29% | 85 |
|
|
2022
Q4 | $271K | Sell |
3,754
-75
| -2% | -$5.41K | 0.31% | 85 |
|
|
2022
Q3 | $269K | Sell |
3,829
-272
| -7% | -$19.1K | 0.31% | 86 |
|
|
2022
Q2 | $318K | Hold |
4,101
| – | – | 0.31% | 87 |
|
|
2022
Q1 | $318K | Sell |
4,101
-833
| -17% | -$64.6K | 0.26% | 87 |
|
|
2021
Q4 | $397K | Sell |
4,934
-1,453
| -23% | -$117K | 0.32% | 74 |
|
|
2021
Q3 | $470K | Hold |
6,387
| – | – | 0.48% | 65 |
|
|
2021
Q2 | $470K | Sell |
6,387
-45,782
| -88% | -$3.37M | 0.48% | 65 |
|
|
2021
Q1 | $3.61M | Buy |
52,169
+1,163
| +2% | +$80.5K | 4.15% | 1 |
|
|
2020
Q4 | $3.46M | Buy |
+51,006
| New | +$3.46M | 3.99% | 2 |
|