Mark Sheptoff Financial Planning’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 | $31.4K | Hold |
334
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $31.3K | Buy |
334
+87
| +35% | +$8.15K | 0.02% | 206 |
|
|
2024
Q4 | $21.9K | Hold |
247
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $22.6K | Hold |
247
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $20.7K | Hold |
247
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $20.6K | Hold |
247
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $19.3K | Buy |
+247
| New | +$19.3K | 0.01% | 230 |
|