Insigneo Advisory Services’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 | $366K | Sell |
3,895
-389
| -9% | -$36.5K | 0.03% | 411 |
|
|
2025
Q1 | $401K | Buy |
4,284
+93
| +2% | +$8.71K | 0.04% | 354 |
|
|
2024
Q4 | $372K | Buy |
4,191
+206
| +5% | +$18.3K | 0.04% | 362 |
|
|
2024
Q3 | $364K | Buy |
3,985
+696
| +21% | +$63.5K | 0.04% | 390 |
|
|
2024
Q2 | $279K | Sell |
3,289
-1,179
| -26% | -$100K | 0.03% | 425 |
|
|
2024
Q1 | $373K | Sell |
4,468
-969
| -18% | -$81K | 0.04% | 326 |
|
|
2023
Q4 | $424K | Sell |
5,437
-664
| -11% | -$51.8K | 0.06% | 265 |
|
|
2023
Q3 | $444K | Sell |
6,101
-1,062
| -15% | -$77.3K | 0.09% | 208 |
|
|
2023
Q2 | $532K | Sell |
7,163
-198
| -3% | -$14.7K | 0.1% | 184 |
|
|
2023
Q1 | $535K | Sell |
7,361
-139
| -2% | -$10.1K | 0.17% | 125 |
|
|
2022
Q4 | $541K | Buy |
+7,500
| New | +$541K | 0.2% | 108 |
|