Keeler & Nadler Financial Planning & 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 | $7.67M | Sell |
81,697
-775
| -0.9% | -$72.7K | 3.07% | 10 |
|
|
2025
Q1 | $7.65M | Sell |
82,472
-4,890
| -6% | -$453K | 3.45% | 9 |
|
|
2024
Q4 | $7.76M | Sell |
87,362
-13,140
| -13% | -$1.17M | 3.63% | 9 |
|
|
2024
Q3 | $9.18M | Sell |
100,502
-18,187
| -15% | -$1.66M | 4.47% | 9 |
|
|
2024
Q2 | $9.97M | Sell |
118,689
-24,009
| -17% | -$2.02M | 5.47% | 6 |
|
|
2024
Q1 | $11.9M | Sell |
142,698
-37,420
| -21% | -$3.13M | 7.16% | 4 |
|
|
2023
Q4 | $14.1M | Buy |
+180,118
| New | +$14.1M | 10.16% | 1 |
|
|
2022
Q4 | $14.1M | Buy |
+196,205
| New | +$14.1M | 12.82% | 1 |
|
|
2021
Q4 | $14.8M | Buy |
+182,432
| New | +$14.8M | 13.59% | 1 |
|