Goldstone Financial Group’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 | $1.32M | Sell |
14,016
-269
| -2% | -$25.3K | 0.17% | 82 |
|
|
2025
Q1 | $1.34M | Sell |
14,285
-294
| -2% | -$27.5K | 0.2% | 74 |
|
|
2024
Q4 | $1.29M | Sell |
14,579
-330
| -2% | -$29.3K | 0.2% | 72 |
|
|
2024
Q3 | $1.36M | Sell |
14,909
-119
| -0.8% | -$10.9K | 0.24% | 68 |
|
|
2024
Q2 | $1.26M | Sell |
15,028
-580
| -4% | -$48.7K | 0.25% | 68 |
|
|
2024
Q1 | $1.3M | Sell |
15,608
-1,343
| -8% | -$112K | 0.3% | 62 |
|
|
2023
Q4 | $1.32M | Sell |
16,951
-1,306
| -7% | -$102K | 0.34% | 55 |
|
|
2023
Q3 | $1.32M | Sell |
18,257
-4,527
| -20% | -$328K | 0.39% | 50 |
|
|
2023
Q2 | $1.69M | Sell |
22,784
-55,996
| -71% | -$4.16M | 0.5% | 40 |
|
|
2023
Q1 | $5.73M | Buy |
+78,780
| New | +$5.73M | 1.89% | 17 |
|