Hantz Financial Services’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
Q1 | – | Sell |
-891
| Closed | -$79K | – | 1987 |
|
2024
Q4 | $79K | Buy |
891
+600
| +206% | +$53.2K | ﹤0.01% | 629 |
|
2024
Q3 | $27K | Sell |
291
-97
| -25% | -$9K | ﹤0.01% | 707 |
|
2024
Q2 | $33K | Sell |
388
-40,677
| -99% | -$3.46M | ﹤0.01% | 697 |
|
2024
Q1 | $3.43M | Sell |
41,065
-2,370
| -5% | -$198K | 0.07% | 265 |
|
2023
Q4 | $3.39M | Buy |
+43,435
| New | +$3.39M | 0.07% | 265 |
|
2023
Q2 | – | Sell |
-493
| Closed | -$36K | – | 1180 |
|
2023
Q1 | $36K | Buy |
+493
| New | +$36K | ﹤0.01% | 654 |
|