GA
Goldstein Advisors’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 | $1.1M | Buy |
11,691
+663
| +6% | +$62.2K | 0.15% | 58 |
|
|
2025
Q1 | $1.03M | Sell |
11,028
-33
| -0.3% | -$3.09K | 0.15% | 55 |
|
|
2024
Q4 | $982K | Sell |
11,061
-309
| -3% | -$27.4K | 0.14% | 57 |
|
|
2024
Q3 | $1.04M | Sell |
11,370
-231
| -2% | -$21.1K | 0.16% | 52 |
|
|
2024
Q2 | $974K | Sell |
11,601
-750
| -6% | -$63K | 0.16% | 50 |
|
|
2024
Q1 | $1.03M | Sell |
12,351
-266
| -2% | -$22.2K | 0.18% | 47 |
|
|
2023
Q4 | $985K | Buy |
12,617
+228
| +2% | +$17.8K | 0.17% | 72 |
|
|
2023
Q3 | $897K | Hold |
12,389
| – | – | 0.19% | 47 |
|
|
2023
Q2 | $921K | Buy |
12,389
+5
| +0% | +$372 | 0.19% | 49 |
|
|
2023
Q1 | $901K | Hold |
12,384
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $893K | Buy |
+12,384
| New | +$893K | 0.22% | 49 |
|