GWSA
Global Wealth Strategies & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Sell |
388
-136
| -26% | -$12.8K | 0.01% | 130 |
|
|
2025
Q1 | $49.1K | Hold |
524
| – | – | 0.01% | 118 |
|
|
2024
Q4 | $46.5K | Hold |
524
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $47.8K | Hold |
524
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $44K | Sell |
524
-1,517
| -74% | -$127K | 0.02% | 94 |
|
|
2024
Q1 | $171K | Sell |
2,041
-513
| -20% | -$42.9K | 0.06% | 48 |
|
|
2023
Q4 | $199K | Sell |
2,554
-51,652
| -95% | -$4.03M | 0.08% | 39 |
|
|
2023
Q3 | $3.92M | Sell |
54,206
-52,508
| -49% | -$3.8M | 1.83% | 16 |
|
|
2023
Q2 | $7.93M | Buy |
106,714
+5,800
| +6% | +$431K | 3.72% | 10 |
|
|
2023
Q1 | $7.34M | Sell |
100,914
-20,366
| -17% | -$1.48M | 3.79% | 9 |
|
|
2022
Q4 | $8.74M | Buy |
+121,280
| New | +$8.74M | 5.08% | 4 |
|