Golden State Equity 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 | $1.55M | Sell |
16,497
-129
| -0.8% | -$12.1K | 0.29% | 79 |
|
|
2025
Q1 | $1.56M | Buy |
16,626
+365
| +2% | +$34.2K | 0.31% | 82 |
|
|
2024
Q4 | $1.44M | Buy |
16,261
+12,323
| +313% | +$1.09M | 0.28% | 84 |
|
|
2024
Q3 | $360K | Sell |
3,938
-13,710
| -78% | -$1.25M | 0.19% | 130 |
|
|
2024
Q2 | $1.48M | Buy |
+17,648
| New | +$1.48M | 0.31% | 78 |
|
|
2023
Q4 | $1.57M | Sell |
20,183
-1,829
| -8% | -$143K | 0.38% | 66 |
|
|
2023
Q3 | $1.59M | Buy |
22,012
+332
| +2% | +$24K | 0.44% | 60 |
|
|
2023
Q2 | $1.61M | Buy |
21,680
+17,251
| +390% | +$1.28M | 0.45% | 49 |
|
|
2023
Q1 | $322K | Buy |
+4,429
| New | +$322K | 0.17% | 135 |
|
|
2022
Q1 | $302K | Buy |
3,892
+200
| +5% | +$15.5K | 0.15% | 152 |
|
|
2021
Q4 | $299K | Buy |
3,692
+592
| +19% | +$47.9K | 0.15% | 129 |
|
|
2021
Q3 | $228K | Sell |
3,100
-3,028
| -49% | -$223K | 0.09% | 205 |
|
|
2021
Q2 | $451K | Buy |
6,128
+2,477
| +68% | +$182K | 0.17% | 134 |
|
|
2021
Q1 | $253K | Buy |
+3,651
| New | +$253K | 0.14% | 142 |
|