Great Diamond 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 | $1.05M | Sell |
11,143
-450
| -4% | -$42.2K | 0.22% | 103 |
|
|
2025
Q1 | $1.09M | Sell |
11,593
-19
| -0.2% | -$1.78K | 0.3% | 83 |
|
|
2024
Q4 | $1.03M | Buy |
+11,612
| New | +$1.03M | 0.27% | 86 |
|
|
2021
Q1 | – | Sell |
-15,383
| Closed | -$1.04M | – | 202 |
|
|
2020
Q4 | $1.04M | Buy |
15,383
+1,546
| +11% | +$105K | 0.33% | 65 |
|
|
2020
Q3 | $881K | Buy |
13,837
+6,550
| +90% | +$417K | 0.32% | 62 |
|
|
2020
Q2 | $441K | Buy |
+7,287
| New | +$441K | 0.18% | 88 |
|