Holistic Planning’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
Q2 | $950K | Buy |
10,120
+563
| +6% | +$52.8K | 0.27% | 73 |
|
|
2025
Q1 | $895K | Hold |
9,557
| – | – | 0.3% | 68 |
|
|
2024
Q4 | $849K | Sell |
9,557
-275
| -3% | -$24.4K | 0.31% | 65 |
|
|
2024
Q3 | $898K | Buy |
9,832
+5,920
| +151% | +$541K | 0.38% | 59 |
|
|
2024
Q2 | $327K | Hold |
3,912
| – | – | 0.25% | 79 |
|
|
2024
Q1 | $327K | Sell |
3,912
-241
| -6% | -$20.1K | 0.25% | 79 |
|
|
2023
Q4 | $324K | Buy |
+4,153
| New | +$324K | 0.27% | 78 |
|