LA
LPF 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
Q1 | $809K | Sell |
8,633
-6
| -0.1% | -$562 | 0.66% | 13 |
|
|
2024
Q4 | $767K | Sell |
8,639
-24
| -0.3% | -$2.13K | 0.64% | 14 |
|
|
2024
Q3 | $791K | Buy |
8,663
+356
| +4% | +$32.5K | 0.68% | 13 |
|
|
2024
Q2 | $697K | Buy |
8,307
+2,190
| +36% | +$184K | 0.64% | 15 |
|
|
2024
Q1 | $511K | Sell |
6,117
-500
| -8% | -$41.8K | 0.51% | 14 |
|
|
2023
Q4 | $516K | Buy |
+6,617
| New | +$516K | 0.55% | 15 |
|