Live Oak Investment Partners’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 | – | Hold |
0
| – | -$16.2K | – | 263 |
|
|
2024
Q4 | – | Hold |
0
| – | -$16.6K | – | 191 |
|
|
2024
Q3 | – | Hold |
0
| – | -$15.3K | – | 184 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 179 |
|
|
2023
Q4 | – | Hold |
0
| – | -$43.8K | – | 120 |
|
|
2023
Q3 | – | Hold |
0
| – | -$45K | – | 123 |
|
|
2023
Q2 | – | Hold |
0
| – | -$44K | – | 124 |
|
|
2023
Q1 | – | Hold |
0
| – | -$48.4K | – | 118 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 114 |
|