Laurel Wealth Advisors (North Carolina)’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 | $615K | Buy |
57,731
+57,116
| +9,287% | +$608K | 0.01% | 311 |
|
|
2025
Q1 | $57.6K | Hold |
615
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $54.6K | Hold |
615
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $56.2K | Buy |
+615
| New | +$56.2K | 0.01% | 296 |
|
|
2024
Q2 | – | Sell |
-797
| Closed | -$66.6K | – | 684 |
|
|
2024
Q1 | $66.6K | Buy |
+797
| New | +$66.6K | 0.01% | 270 |
|
|
2020
Q4 | – | Sell |
-27
| Closed | -$2K | – | 620 |
|
|
2020
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 489 |
|