MBL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-55,227
| Closed | -$3.98M | – | 179 |
|
|
2022
Q4 | $3.98M | Buy |
55,227
+5,475
| +11% | +$395K | 0.76% | 29 |
|
|
2022
Q3 | $3.29M | Buy |
49,752
+5,007
| +11% | +$331K | 0.71% | 32 |
|
|
2022
Q2 | $3.14M | Buy |
44,745
+8,575
| +24% | +$602K | 0.78% | 32 |
|
|
2022
Q1 | $2.81M | Buy |
+36,170
| New | +$2.81M | 0.68% | 33 |
|
|
2021
Q3 | $1.93M | Buy |
+26,203
| New | +$1.93M | 0.67% | 41 |
|