Keener Financial Planning’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 | $21K | Hold |
224
| – | – | 0.01% | 133 |
|
|
2025
Q1 | $20K | Hold |
224
| – | – | 0.01% | 104 |
|
|
2024
Q4 | $19K | Hold |
224
| – | – | 0.01% | 118 |
|
|
2024
Q3 | $20K | Hold |
224
| – | – | 0.01% | 112 |
|
|
2024
Q2 | $18K | Sell |
224
-90
| -29% | -$7.23K | 0.01% | 121 |
|
|
2024
Q1 | $27K | Sell |
314
-18
| -5% | -$1.55K | 0.02% | 112 |
|
|
2023
Q4 | $26K | Buy |
+332
| New | +$26K | 0.02% | 116 |
|