Kingsview 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 | $2.51M | Buy |
26,766
+359
| +1% | +$33.7K | 0.04% | 390 |
|
|
2025
Q1 | $2.47M | Sell |
26,407
-136
| -0.5% | -$12.7K | 0.05% | 344 |
|
|
2024
Q4 | $2.36M | Sell |
26,543
-34,453
| -56% | -$3.06M | 0.05% | 352 |
|
|
2024
Q3 | $5.57M | Buy |
60,996
+32,987
| +118% | +$3.01M | 0.12% | 183 |
|
|
2024
Q2 | $2.35M | Sell |
28,009
-2,058
| -7% | -$173K | 0.06% | 306 |
|
|
2024
Q1 | $2.51M | Sell |
30,067
-491
| -2% | -$41K | 0.06% | 292 |
|
|
2023
Q4 | $2.38M | Sell |
30,558
-5,805
| -16% | -$453K | 0.07% | 240 |
|
|
2023
Q3 | $2.63M | Buy |
36,363
+17,208
| +90% | +$1.25M | 0.09% | 227 |
|
|
2023
Q2 | $1.42M | Buy |
19,155
+2,498
| +15% | +$186K | 0.06% | 314 |
|
|
2023
Q1 | $1.21M | Sell |
16,657
-301
| -2% | -$21.9K | 0.05% | 347 |
|
|
2022
Q4 | $1.22M | Sell |
16,958
-14,087
| -45% | -$1.02M | 0.05% | 309 |
|
|
2022
Q3 | $2.05M | Sell |
31,045
-3,840
| -11% | -$254K | 0.1% | 225 |
|
|
2022
Q2 | $2.45M | Sell |
34,885
-5,535
| -14% | -$389K | 0.12% | 194 |
|
|
2022
Q1 | $3.14M | Buy |
40,420
+957
| +2% | +$74.2K | 0.14% | 164 |
|
|
2021
Q4 | $3.19M | Buy |
39,463
+659
| +2% | +$53.3K | 0.13% | 164 |
|
|
2021
Q3 | $2.85M | Sell |
38,804
-1,786
| -4% | -$131K | 0.14% | 166 |
|
|
2021
Q2 | $3.01M | Buy |
40,590
+2,422
| +6% | +$179K | 0.15% | 152 |
|
|
2021
Q1 | $2.66M | Sell |
38,168
-23,916
| -39% | -$1.67M | 0.15% | 147 |
|
|
2020
Q4 | $4.21M | Sell |
62,084
-8,054
| -11% | -$547K | 0.31% | 76 |
|
|
2020
Q3 | $4.47M | Buy |
70,138
+17,475
| +33% | +$1.11M | 0.4% | 63 |
|
|
2020
Q2 | $3.19M | Buy |
52,663
+13,346
| +34% | +$809K | 0.32% | 80 |
|
|
2020
Q1 | $2.12M | Buy |
39,317
+9,467
| +32% | +$511K | 0.29% | 95 |
|
|
2019
Q4 | $1.96M | Buy |
29,850
+4,114
| +16% | +$270K | 0.25% | 110 |
|
|
2019
Q3 | $1.65M | Buy |
25,736
+221
| +0.9% | +$14.2K | 0.26% | 115 |
|
|
2019
Q2 | $1.58M | Buy |
25,515
+16,076
| +170% | +$992K | 0.26% | 106 |
|
|
2019
Q1 | $555K | Buy |
9,439
+4,539
| +93% | +$267K | 0.08% | 253 |
|
|
2018
Q4 | $257K | Sell |
4,900
-500
| -9% | -$26.2K | 0.06% | 309 |
|
|
2018
Q3 | $308K | Buy |
+5,400
| New | +$308K | 0.06% | 285 |
|