Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.44M | Buy |
19,990
+9,768
| +96% | +$704K | 0.21% | 77 |
|
|
2022
Q3 | $676K | Sell |
10,222
-25
| -0.2% | -$1.65K | 0.22% | 75 |
|
|
2022
Q2 | $719K | Sell |
10,247
-866
| -8% | -$60.8K | 0.24% | 73 |
|
|
2022
Q1 | $862K | Buy |
+11,113
| New | +$862K | 0.23% | 76 |
|
|
2021
Q3 | $986K | Sell |
13,420
-919
| -6% | -$67.5K | 0.35% | 53 |
|
|
2021
Q2 | $1.06M | Sell |
14,339
-3,635
| -20% | -$267K | 0.4% | 57 |
|
|
2021
Q1 | $1.24M | Buy |
+17,974
| New | +$1.24M | 0.7% | 33 |
|