GHP Investment 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
Q1 | – | Sell |
-22
| Closed | -$1.95K | – | 1033 |
|
|
2024
Q4 | $1.95K | Buy |
+22
| New | +$1.95K | ﹤0.01% | 890 |
|
|
2023
Q4 | – | Sell |
-349
| Closed | -$25.5K | – | 946 |
|
|
2023
Q3 | $25.5K | Sell |
349
-130
| -27% | -$9.48K | ﹤0.01% | 578 |
|
|
2023
Q2 | $36K | Buy |
479
+338
| +240% | +$25.4K | ﹤0.01% | 523 |
|
|
2023
Q1 | $10.3K | Buy |
+141
| New | +$10.3K | ﹤0.01% | 682 |
|