LGT Financial Advisors’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 | $47.9K | Sell |
510
-6
| -1% | -$563 | 0.12% | 101 |
|
|
2025
Q1 | $48.3K | Buy |
516
+340
| +193% | +$31.8K | 0.15% | 103 |
|
|
2024
Q4 | $15.6K | Sell |
176
-97
| -36% | -$8.61K | 0.03% | 362 |
|
|
2024
Q3 | $24.9K | Sell |
273
-5
| -2% | -$457 | 0.06% | 236 |
|
|
2024
Q2 | $23.3K | Sell |
278
-1,400
| -83% | -$118K | 0.05% | 271 |
|
|
2024
Q1 | $140K | Buy |
1,678
+44
| +3% | +$3.68K | 0.16% | 147 |
|
|
2023
Q4 | $128K | Sell |
1,634
-412
| -20% | -$32.2K | 0.16% | 145 |
|
|
2023
Q3 | $148K | Buy |
2,046
+340
| +20% | +$24.6K | 0.19% | 118 |
|
|
2023
Q2 | $127K | Buy |
+1,706
| New | +$127K | 0.14% | 128 |
|
|
2023
Q1 | – | Sell |
-1,443
| Closed | -$104K | – | 191 |
|
|
2022
Q4 | $104K | Buy |
+1,443
| New | +$104K | 0.12% | 118 |
|