M3 Advisory Group’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
Q2 | $248K | Sell |
2,639
-457
| -15% | -$42.9K | 0.17% | 117 |
|
|
2025
Q1 | $290K | Sell |
3,096
-604
| -16% | -$56.6K | 0.23% | 95 |
|
|
2024
Q4 | $328K | Sell |
3,700
-108
| -3% | -$9.59K | 0.24% | 85 |
|
|
2024
Q3 | $348K | Buy |
3,808
+159
| +4% | +$14.5K | 0.26% | 91 |
|
|
2024
Q2 | $306K | Sell |
3,649
-1,519
| -29% | -$128K | 0.25% | 96 |
|
|
2024
Q1 | $432K | Buy |
+5,168
| New | +$432K | 0.39% | 61 |
|