Kozak & Associates’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 | $20.9K | Hold |
223
| – | – | ﹤0.01% | 192 |
|
|
2025
Q1 | $20.3K | Hold |
223
| – | – | 0.01% | 171 |
|
|
2024
Q4 | $19.9K | Hold |
223
| – | – | ﹤0.01% | 180 |
|
|
2024
Q3 | $20.7K | Hold |
223
| – | – | ﹤0.01% | 182 |
|
|
2024
Q2 | $18.7K | Hold |
223
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $18.7K | Buy |
+223
| New | +$18.7K | 0.01% | 184 |
|
|
2023
Q3 | – | Sell |
-43
| Closed | -$3.19K | – | 415 |
|
|
2023
Q2 | $3.19K | Buy |
+43
| New | +$3.19K | ﹤0.01% | 287 |
|