IAIM
International Assets Investment Management’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 | $1.42M | Buy |
15,132
+110
| +0.7% | +$10.3K | 0.11% | 172 |
|
|
2025
Q1 | $1.41M | Sell |
15,022
-1,508
| -9% | -$141K | 0.12% | 167 |
|
|
2024
Q4 | $1.47M | Buy |
+16,530
| New | +$1.47M | 0.12% | 153 |
|
|
2024
Q3 | – | Sell |
-24,944
| Closed | -$2.09M | – | 2603 |
|
|
2024
Q2 | $2.09M | Sell |
24,944
-6,247
| -20% | -$525K | 0.2% | 94 |
|
|
2024
Q1 | $2.6M | Sell |
31,191
-4,424
| -12% | -$368K | 0.27% | 72 |
|
|
2023
Q4 | $2.78M | Buy |
+35,615
| New | +$2.78M | 0.35% | 50 |
|