Herold Advisors’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
Q2
Sell
-275
Closed -$21.3K 646
2022
Q1
$21.3K Buy
+275
New +$21.3K 0.01% 499
2021
Q4
Sell
-250
Closed -$18K 624
2021
Q3
$18K Buy
+250
New +$18K 0.01% 534