Golden State Wealth 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 | $2.78M | Buy |
29,657
+10,729
| +57% | +$1.01M | 0.34% | 57 |
|
|
2025
Q1 | $1.77M | Buy |
18,928
+1,710
| +10% | +$160K | 0.26% | 75 |
|
|
2024
Q4 | $1.53M | Buy |
+17,218
| New | +$1.53M | 0.23% | 84 |
|
|
2022
Q1 | $5.5M | Sell |
70,928
-23,108
| -25% | -$1.79M | 1.08% | 22 |
|
|
2021
Q4 | $7.61M | Buy |
94,036
+49
| +0.1% | +$3.96K | 1.31% | 15 |
|
|
2021
Q3 | $6.91M | Buy |
93,987
+3,134
| +3% | +$230K | 1.5% | 18 |
|
|
2021
Q2 | $6.69M | Buy |
90,853
+81,125
| +834% | +$5.97M | 1.47% | 16 |
|
|
2021
Q1 | $673K | Sell |
9,728
-4,605
| -32% | -$319K | 0.22% | 83 |
|
|
2020
Q4 | $973K | Buy |
14,333
+1,356
| +10% | +$92.1K | 0.28% | 68 |
|
|
2020
Q3 | $827K | Sell |
12,977
-11,737
| -47% | -$748K | 0.28% | 63 |
|
|
2020
Q2 | $1.67M | Buy |
24,714
+8,857
| +56% | +$597K | 0.53% | 32 |
|
|
2020
Q1 | $856K | Buy |
+15,857
| New | +$856K | 0.38% | 43 |
|
|
2019
Q4 | – | Sell |
-24,895
| Closed | -$1.6M | – | 874 |
|
|
2019
Q3 | $1.6M | Sell |
24,895
-867
| -3% | -$55.6K | 0.53% | 35 |
|
|
2019
Q2 | $1.59M | Sell |
25,762
-10,770
| -29% | -$665K | 0.5% | 42 |
|
|
2019
Q1 | $2.15M | Buy |
+36,532
| New | +$2.15M | 0.72% | 28 |
|