JSF Financial’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
Q3 | – | Sell |
-3,317
| Closed | -$278K | – | 123 |
|
|
2024
Q2 | $278K | Sell |
3,317
-72
| -2% | -$6.05K | 0.09% | 95 |
|
|
2024
Q1 | $283K | Sell |
3,389
-52
| -2% | -$4.35K | 0.09% | 94 |
|
|
2023
Q4 | $269K | Hold |
3,441
| – | – | 0.09% | 90 |
|
|
2023
Q3 | $249K | Hold |
3,441
| – | – | 0.1% | 89 |
|
|
2023
Q2 | $256K | Buy |
+3,441
| New | +$256K | 0.09% | 91 |
|