MFAM
M Financial Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-45
| Closed | -$3K | – | 19 |
|
|
2022
Q4 | $3K | Hold |
45
| – | – | 0.01% | 16 |
|
|
2022
Q3 | $3K | Hold |
45
| – | – | 0.01% | 16 |
|
|
2022
Q2 | $3K | Hold |
45
| – | – | 0.01% | 17 |
|
|
2022
Q1 | $3K | Hold |
45
| – | – | 0.01% | 16 |
|
|
2021
Q4 | $4K | Buy |
+45
| New | +$4K | 0.02% | 17 |
|
|
2020
Q4 | – | Sell |
-110
| Closed | -$7K | – | 12 |
|
|
2020
Q3 | $7K | Buy |
110
+81
| +279% | +$5.16K | 0.07% | 9 |
|
|
2020
Q2 | $2K | Buy |
+29
| New | +$2K | 0.02% | 10 |
|