Lindbrook Capital’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
Q1 | $71.8K | Buy |
766
+17
| +2% | +$1.59K | 0.01% | 827 |
|
|
2024
Q4 | $66.5K | Hold |
749
| – | – | 0.01% | 694 |
|
|
2024
Q3 | $68.4K | Hold |
749
| – | – | 0.01% | 688 |
|
|
2024
Q2 | $62.9K | Hold |
749
| – | – | 0.01% | 708 |
|
|
2024
Q1 | $62.6K | Sell |
749
-928
| -55% | -$77.6K | 0.01% | 695 |
|
|
2023
Q4 | $131K | Sell |
1,677
-199
| -11% | -$15.5K | 0.01% | 441 |
|
|
2023
Q3 | $136K | Hold |
1,876
| – | – | 0.02% | 398 |
|
|
2023
Q2 | $139K | Hold |
1,876
| – | – | 0.01% | 410 |
|
|
2023
Q1 | $136K | Hold |
1,876
| – | – | 0.02% | 398 |
|
|
2022
Q4 | $135K | Hold |
1,876
| – | – | 0.02% | 420 |
|
|
2022
Q3 | $124K | Hold |
1,876
| – | – | 0.02% | 388 |
|
|
2022
Q2 | $132K | Buy |
1,876
+72
| +4% | +$5.07K | 0.02% | 378 |
|
|
2022
Q1 | $140K | Sell |
1,804
-500
| -22% | -$38.8K | 0.02% | 374 |
|
|
2021
Q4 | $186K | Buy |
+2,304
| New | +$186K | 0.03% | 325 |
|