Gen-Wealth Partners’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 | $693K | Buy |
7,381
+186
| +3% | +$17.5K | 0.27% | 98 |
|
|
2025
Q1 | $674K | Buy |
7,195
+3,442
| +92% | +$322K | 0.28% | 98 |
|
|
2024
Q4 | $333K | Sell |
3,753
-41
| -1% | -$3.64K | 0.14% | 153 |
|
|
2024
Q3 | $344K | Sell |
3,794
-156
| -4% | -$14.1K | 0.15% | 157 |
|
|
2024
Q2 | $332K | Sell |
3,950
-5,598
| -59% | -$470K | 0.16% | 154 |
|
|
2024
Q1 | $798K | Buy |
+9,548
| New | +$798K | 0.4% | 54 |
|