Maia Wealth’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 | $1.2M | Sell |
12,790
-722
| -5% | -$67.8K | 0.23% | 113 |
|
|
2025
Q1 | $1.23M | Sell |
13,512
-1,898
| -12% | -$173K | 0.28% | 91 |
|
|
2024
Q4 | $1.42M | Sell |
15,410
-380
| -2% | -$34.9K | 0.3% | 78 |
|
|
2024
Q3 | $1.45M | Sell |
15,790
-1,425
| -8% | -$130K | 0.36% | 70 |
|
|
2024
Q2 | $1.48M | Buy |
+17,215
| New | +$1.48M | 0.44% | 56 |
|
|
2023
Q4 | $2.48M | Buy |
+31,772
| New | +$2.48M | 1% | 21 |
|