McKinley Carter Wealth Services’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 | $377K | Buy |
4,015
+3
| +0.1% | +$282 | 0.02% | 241 |
|
|
2025
Q1 | $376K | Buy |
4,012
+3
| +0.1% | +$281 | 0.02% | 239 |
|
|
2024
Q4 | $356K | Sell |
4,009
-725
| -15% | -$64.4K | 0.02% | 234 |
|
|
2024
Q3 | $432K | Buy |
4,734
+4
| +0.1% | +$365 | 0.03% | 219 |
|
|
2024
Q2 | $397K | Sell |
4,730
-1,439
| -23% | -$121K | 0.03% | 223 |
|
|
2024
Q1 | $516K | Sell |
6,169
-858
| -12% | -$71.7K | 0.03% | 205 |
|
|
2023
Q4 | $548K | Sell |
7,027
-168
| -2% | -$13.1K | 0.04% | 195 |
|
|
2023
Q3 | $521K | Sell |
7,195
-790
| -10% | -$57.2K | 0.04% | 198 |
|
|
2023
Q2 | $594K | Sell |
7,985
-1,038
| -12% | -$77.2K | 0.04% | 189 |
|
|
2023
Q1 | $656K | Buy |
9,023
+1,129
| +14% | +$82.1K | 0.05% | 182 |
|
|
2022
Q4 | $569K | Sell |
7,894
-436
| -5% | -$31.4K | 0.05% | 190 |
|
|
2022
Q3 | $551K | Sell |
8,330
-1,445
| -15% | -$95.6K | 0.05% | 177 |
|
|
2022
Q2 | $686K | Buy |
9,775
+242
| +3% | +$17K | 0.06% | 166 |
|
|
2022
Q1 | $739K | Sell |
9,533
-999
| -9% | -$77.4K | 0.06% | 166 |
|
|
2021
Q4 | $852K | Sell |
10,532
-1,935
| -16% | -$157K | 0.06% | 153 |
|
|
2021
Q3 | $916K | Sell |
12,467
-2,629
| -17% | -$193K | 0.08% | 147 |
|
|
2021
Q2 | $1.11M | Sell |
15,096
-27,255
| -64% | -$2.01M | 0.09% | 138 |
|
|
2021
Q1 | $2.93M | Sell |
42,351
-1,089
| -3% | -$75.3K | 0.25% | 89 |
|
|
2020
Q4 | $2.95M | Buy |
+43,440
| New | +$2.95M | 0.39% | 73 |
|