MA
MBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,844
| Closed | -$230K | – | 158 |
|
|
2021
Q4 | $230K | Hold |
2,844
| – | – | 0.14% | 136 |
|
|
2021
Q3 | $209K | Sell |
2,844
-11
| -0.4% | -$808 | 0.15% | 130 |
|
|
2021
Q2 | $81.2K | Sell |
2,855
-2,229
| -44% | -$63.4K | 37.79% | 1 |
|
|
2021
Q1 | $352 | Buy |
+5,084
| New | +$352 | 0.19% | 93 |
|