Kaydan Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
16,982
-136
| -0.8% | -$12.8K | 0.52% | 29 |
|
|
2025
Q1 | $1.6M | Sell |
17,118
-447
| -3% | -$41.9K | 0.51% | 29 |
|
|
2024
Q4 | $1.56M | Sell |
17,565
-181
| -1% | -$16.1K | 0.52% | 28 |
|
|
2024
Q3 | $1.62M | Sell |
17,746
-1,824
| -9% | -$167K | 0.48% | 28 |
|
|
2024
Q2 | $1.64M | Sell |
19,570
-450
| -2% | -$37.8K | 0.58% | 28 |
|
|
2024
Q1 | $1.67M | Sell |
20,020
-517
| -3% | -$43.2K | 0.57% | 27 |
|
|
2023
Q4 | $1.6M | Sell |
20,537
-123
| -0.6% | -$9.6K | 0.65% | 25 |
|
|
2023
Q3 | $1.5M | Sell |
20,660
-650
| -3% | -$47K | 0.6% | 23 |
|
|
2023
Q2 | $1.58M | Sell |
21,310
-932
| -4% | -$69.3K | 0.66% | 21 |
|
|
2023
Q1 | $1.62M | Sell |
22,242
-388
| -2% | -$28.2K | 0.66% | 19 |
|
|
2022
Q4 | $1.63M | Sell |
22,630
-802
| -3% | -$57.8K | 0.65% | 20 |
|
|
2022
Q3 | $1.55M | Sell |
23,432
-107
| -0.5% | -$7.07K | 0.85% | 17 |
|
|
2022
Q2 | $1.65M | Sell |
23,539
-344,017
| -94% | -$24.2M | 0.92% | 16 |
|
|
2022
Q1 | $28.5M | Buy |
367,556
+4,198
| +1% | +$326K | 12.6% | 2 |
|
|
2021
Q4 | $29.4M | Buy |
+363,358
| New | +$29.4M | 11.14% | 2 |
|