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