MFA
Mayflower Financial Advisors’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 | $7.24M | Sell |
77,102
-979
| -1% | -$91.9K | 1.01% | 22 |
|
|
2025
Q1 | $7.31M | Buy |
78,081
+1,013
| +1% | +$94.9K | 1.11% | 16 |
|
|
2024
Q4 | $6.84M | Sell |
77,068
-1,416
| -2% | -$126K | 1.02% | 20 |
|
|
2024
Q3 | $7.17M | Sell |
78,484
-2,733
| -3% | -$250K | 1.08% | 17 |
|
|
2024
Q2 | $6.82M | Sell |
81,217
-5,192
| -6% | -$436K | 1.12% | 17 |
|
|
2024
Q1 | $7.22M | Sell |
86,409
-12,414
| -13% | -$1.04M | 1.21% | 13 |
|
|
2023
Q4 | $7.71M | Sell |
98,823
-9,627
| -9% | -$751K | 1.06% | 21 |
|
|
2023
Q3 | $7.85M | Sell |
108,450
-24,971
| -19% | -$1.81M | 1.17% | 20 |
|
|
2023
Q2 | $9.92M | Sell |
133,421
-7,774
| -6% | -$578K | 1.28% | 21 |
|
|
2023
Q1 | $10.3M | Buy |
141,195
+9,043
| +7% | +$658K | 1.35% | 17 |
|
|
2022
Q4 | $9.53M | Buy |
132,152
+5,667
| +4% | +$409K | 1.32% | 19 |
|
|
2022
Q3 | $8.36M | Buy |
126,485
+215
| +0.2% | +$14.2K | 1.35% | 17 |
|
|
2022
Q2 | $8.87M | Buy |
126,270
+102
| +0.1% | +$7.16K | 1.36% | 17 |
|
|
2022
Q1 | $9.79M | Sell |
126,168
-3,612
| -3% | -$280K | 1.32% | 19 |
|
|
2021
Q4 | $10.5M | Buy |
129,780
+358
| +0.3% | +$29K | 1.39% | 17 |
|
|
2021
Q3 | $9.89M | Sell |
129,422
-81,548
| -39% | -$6.23M | 1.34% | 18 |
|
|
2021
Q2 | $15.5M | Buy |
210,970
+8,260
| +4% | +$608K | 2.14% | 8 |
|
|
2021
Q1 | $14M | Buy |
202,710
+15,241
| +8% | +$1.05M | 2.08% | 9 |
|
|
2020
Q4 | $12.7M | Buy |
+187,469
| New | +$12.7M | 2.2% | 11 |
|