Institutional & Family Asset Management’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
Q1 | – | Sell |
-33
| Closed | -$2.59K | – | 775 |
|
|
2023
Q4 | $2.59K | Buy |
+33
| New | +$2.59K | ﹤0.01% | 542 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$223 | – | 760 |
|
|
2023
Q2 | $223 | Buy |
+3
| New | +$223 | ﹤0.01% | 726 |
|
|
2022
Q2 | – | Sell |
-61
| Closed | -$5K | – | 795 |
|
|
2022
Q1 | $5K | Buy |
+61
| New | +$5K | ﹤0.01% | 554 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 890 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 808 |
|