FWL Investment 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 | $2.1K | Hold |
22
| – | – | ﹤0.01% | 286 |
|
|
2025
Q1 | $2.1K | Sell |
22
-43
| -66% | -$4.1K | ﹤0.01% | 272 |
|
|
2024
Q4 | $5.81K | Hold |
65
| – | – | ﹤0.01% | 261 |
|
|
2024
Q3 | $5.97K | Sell |
65
-78
| -55% | -$7.16K | ﹤0.01% | 253 |
|
|
2024
Q2 | $12K | Buy |
+143
| New | +$12K | 0.01% | 184 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 285 |
|