Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $246K | Sell |
2,779
-21,260
| -88% | -$1.88M | 0.18% | 89 |
|
|
2024
Q3 | $2.2M | Sell |
24,039
-1,172
| -5% | -$107K | 0.64% | 29 |
|
|
2024
Q2 | $2.12M | Sell |
25,211
-4,732
| -16% | -$397K | 0.59% | 31 |
|
|
2024
Q1 | $2.5M | Sell |
29,943
-4,624
| -13% | -$386K | 0.74% | 28 |
|
|
2023
Q4 | $2.7M | Buy |
34,567
+394
| +1% | +$30.7K | 0.89% | 22 |
|
|
2023
Q3 | $2.47M | Buy |
+34,173
| New | +$2.47M | 0.89% | 22 |
|
|
2023
Q1 | $3.13M | Buy |
+43,026
| New | +$3.13M | 1.2% | 12 |
|
|
2022
Q4 | – | Sell |
-45,606
| Closed | -$3.01M | – | 1093 |
|
|
2022
Q3 | $3.01M | Sell |
45,606
-2,422
| -5% | -$160K | 1.24% | 12 |
|
|
2022
Q2 | $3.37M | Sell |
48,028
-393
| -0.8% | -$27.6K | 1.51% | 12 |
|
|
2022
Q1 | $3.76M | Sell |
48,421
-251
| -0.5% | -$19.5K | 1.51% | 11 |
|
|
2021
Q4 | $3.94M | Buy |
+48,672
| New | +$3.94M | 1.47% | 11 |
|