LA
LM Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,035
| Closed | -$472K | – | 227 |
|
|
2025
Q1 | $472K | Hold |
5,035
| – | – | 0.09% | 159 |
|
|
2024
Q4 | $447K | Buy |
+5,035
| New | +$447K | 0.08% | 143 |
|
|
2024
Q2 | – | Sell |
-5,035
| Closed | -$421K | – | 220 |
|
|
2024
Q1 | $421K | Hold |
5,035
| – | – | 0.07% | 151 |
|
|
2023
Q4 | $393K | Buy |
+5,035
| New | +$393K | 0.08% | 135 |
|