GPA
Guidance Point 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 | $1.07M | Sell |
11,350
-8,848
| -44% | -$831K | 0.27% | 36 |
|
2025
Q1 | $1.89M | Buy |
20,198
+9,271
| +85% | +$868K | 0.54% | 29 |
|
2024
Q4 | $970K | Hold |
10,927
| – | – | 0.27% | 37 |
|
2024
Q3 | $998K | Hold |
10,927
| – | – | 0.29% | 37 |
|
2024
Q2 | $917K | Sell |
10,927
-7,879
| -42% | -$662K | 0.29% | 35 |
|
2024
Q1 | $1.57M | Buy |
+18,806
| New | +$1.57M | 0.51% | 31 |
|