MWM
Maripau Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Sell |
8,245
-302
| -4% | -$28.3K | 0.39% | 60 |
|
|
2025
Q1 | $800K | Buy |
8,547
+2,048
| +32% | +$192K | 0.46% | 51 |
|
|
2024
Q4 | $577K | Buy |
+6,499
| New | +$577K | 0.34% | 67 |
|
|
2024
Q3 | – | Sell |
-7,390
| Closed | -$620K | – | 128 |
|
|
2024
Q2 | $620K | Sell |
7,390
-842
| -10% | -$70.7K | 0.42% | 58 |
|
|
2024
Q1 | $688K | Sell |
8,232
-3,154
| -28% | -$264K | 0.52% | 47 |
|
|
2023
Q4 | $888K | Sell |
11,386
-5,000
| -31% | -$390K | 0.77% | 31 |
|
|
2023
Q3 | $1.19M | Sell |
16,386
-4,084
| -20% | -$296K | 1.09% | 25 |
|
|
2023
Q2 | $1.52M | Buy |
20,470
+2,617
| +15% | +$195K | 1.35% | 21 |
|
|
2023
Q1 | $1.3M | Buy |
17,853
+15
| +0.1% | +$1.09K | 1.35% | 19 |
|
|
2022
Q4 | $1.28M | Buy |
17,838
+4,132
| +30% | +$296K | 1.33% | 20 |
|
|
2022
Q3 | $976K | Buy |
13,706
+2,486
| +22% | +$177K | 1.05% | 25 |
|
|
2022
Q2 | $825K | Buy |
11,220
+2,040
| +22% | +$150K | 0.89% | 27 |
|
|
2022
Q1 | $690K | Buy |
9,180
+702
| +8% | +$52.8K | 0.62% | 36 |
|
|
2021
Q4 | $638K | Buy |
+8,478
| New | +$638K | 0.6% | 38 |
|