Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $343K | Hold |
3,859
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $352K | Sell |
3,859
-66
| -2% | -$6.03K | 0.01% | 164 |
|
|
2024
Q2 | $330K | Hold |
3,925
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $328K | Buy |
3,925
+66
| +2% | +$5.52K | 0.01% | 160 |
|
|
2023
Q4 | $301K | Hold |
3,859
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $281K | Hold |
3,859
| – | – | 0.01% | 153 |
|
|
2023
Q2 | $287K | Buy |
+3,859
| New | +$287K | 0.01% | 177 |
|
|
2014
Q1 | – | Sell |
-75,163
| Closed | -$2.67M | – | 91 |
|
|
2013
Q4 | $2.67M | Sell |
75,163
-659
| -0.9% | -$23.4K | 1.13% | 26 |
|
|
2013
Q3 | $2.52M | Buy |
75,822
+22,220
| +41% | +$738K | 1.32% | 24 |
|
|
2013
Q2 | $1.75M | Buy |
+53,602
| New | +$1.75M | 2.27% | 11 |
|