LifeSteps Financial’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 | $567K | Hold |
6,035
| – | – | 0.39% | 44 |
|
|
2025
Q1 | $565K | Sell |
6,035
-4
| -0.1% | -$375 | 0.46% | 41 |
|
|
2024
Q4 | $536K | Sell |
6,039
-72
| -1% | -$6.39K | 0.41% | 44 |
|
|
2024
Q3 | $558K | Sell |
6,111
-8
| -0.1% | -$730 | 0.44% | 45 |
|
|
2024
Q2 | $514K | Hold |
6,119
| – | – | 0.42% | 44 |
|
|
2024
Q1 | $511K | Hold |
6,119
| – | – | 0.39% | 46 |
|
|
2023
Q4 | $477K | Buy |
6,119
+35
| +0.6% | +$2.73K | 0.42% | 46 |
|
|
2023
Q3 | $440K | Hold |
6,084
| – | – | 0.45% | 45 |
|
|
2023
Q2 | $452K | Sell |
6,084
-224
| -4% | -$16.7K | 0.45% | 42 |
|
|
2023
Q1 | $459K | Hold |
6,308
| – | – | 0.49% | 43 |
|
|
2022
Q4 | $455K | Sell |
6,308
-407
| -6% | -$29.3K | 0.47% | 42 |
|
|
2022
Q3 | $444K | Sell |
6,715
-39
| -0.6% | -$2.58K | 0.5% | 40 |
|
|
2022
Q2 | $474K | Hold |
6,754
| – | – | 0.49% | 39 |
|
|
2022
Q1 | $524K | Sell |
6,754
-51
| -0.7% | -$3.96K | 0.39% | 43 |
|
|
2021
Q4 | $551K | Hold |
6,805
| – | – | 0.39% | 40 |
|
|
2021
Q3 | $500K | Hold |
6,805
| – | – | 0.38% | 45 |
|
|
2021
Q2 | $501K | Hold |
6,805
| – | – | 0.38% | 45 |
|
|
2021
Q1 | $471K | Hold |
6,805
| – | – | 0.39% | 45 |
|
|
2020
Q4 | $462K | Buy |
6,805
+22
| +0.3% | +$1.49K | 0.42% | 42 |
|
|
2020
Q3 | $432K | Hold |
6,783
| – | – | 0.46% | 42 |
|
|
2020
Q2 | $411K | Sell |
6,783
-411
| -6% | -$24.9K | 0.47% | 39 |
|
|
2020
Q1 | $389K | Sell |
7,194
-291
| -4% | -$15.7K | 0.45% | 47 |
|
|
2019
Q4 | $491K | Buy |
+7,485
| New | +$491K | 0.46% | 49 |
|