Kingdom Financial Group’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 | – | Sell |
-2,496
| Closed | -$234K | – | 71 |
|
|
2025
Q1 | $234K | Buy |
+2,496
| New | +$234K | 0.17% | 40 |
|
|
2024
Q2 | – | Sell |
-2,901
| Closed | -$242K | – | 65 |
|
|
2024
Q1 | $242K | Buy |
2,901
+124
| +4% | +$10.4K | 0.17% | 50 |
|
|
2023
Q4 | $217K | Sell |
2,777
-1,792
| -39% | -$140K | 0.19% | 71 |
|
|
2023
Q3 | $331K | Buy |
4,569
+390
| +9% | +$28.2K | 0.31% | 51 |
|
|
2023
Q2 | $311K | Buy |
+4,179
| New | +$311K | 0.3% | 50 |
|