HNWAG
High Net Worth Advisory Group’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 | $5.61M | Sell |
59,784
-581
| -1% | -$54.5K | 1.49% | 14 |
|
|
2025
Q1 | $5.65M | Sell |
60,365
-11,066
| -15% | -$1.04M | 1.6% | 11 |
|
|
2024
Q4 | $6.34M | Sell |
71,431
-1,677
| -2% | -$149K | 1.77% | 10 |
|
|
2024
Q3 | $6.68M | Sell |
73,108
-2,637
| -3% | -$241K | 1.83% | 9 |
|
|
2024
Q2 | $6.36M | Sell |
75,745
-3,005
| -4% | -$252K | 1.93% | 9 |
|
|
2024
Q1 | $6.58M | Sell |
78,750
-1,814
| -2% | -$152K | 2.07% | 9 |
|
|
2023
Q4 | $6.29M | Sell |
80,564
-4,710
| -6% | -$368K | 2.33% | 8 |
|
|
2023
Q3 | $6.17M | Sell |
85,274
-7,404
| -8% | -$536K | 2.47% | 8 |
|
|
2023
Q2 | $6.89M | Sell |
92,678
-8,006
| -8% | -$595K | 2.67% | 6 |
|
|
2023
Q1 | $7.32M | Sell |
100,684
-1,559
| -2% | -$113K | 2.98% | 6 |
|
|
2022
Q4 | $7.37M | Sell |
102,243
-390
| -0.4% | -$28.1K | 2.87% | 6 |
|
|
2022
Q3 | $6.78M | Buy |
102,633
+630
| +0.6% | +$41.6K | 2.9% | 6 |
|
|
2022
Q2 | $7.16M | Sell |
102,003
-2,261
| -2% | -$159K | 2.97% | 5 |
|
|
2022
Q1 | $8.09M | Buy |
104,264
+4,610
| +5% | +$358K | 2.94% | 5 |
|
|
2021
Q4 | $8.06M | Buy |
+99,654
| New | +$8.06M | 2.82% | 6 |
|