MWM
MGB Wealth Management’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 | $2.35M | Sell |
25,008
-287
| -1% | -$26.9K | 0.77% | 25 |
|
|
2025
Q1 | $2.36M | Sell |
25,295
-2
| -0% | -$187 | 0.86% | 26 |
|
|
2024
Q4 | $2.25M | Hold |
25,297
| – | – | 0.7% | 28 |
|
|
2024
Q3 | $2.31M | Sell |
25,297
-680
| -3% | -$62.1K | 0.84% | 22 |
|
|
2024
Q2 | $2.22M | Sell |
25,977
-595
| -2% | -$50.9K | 0.83% | 26 |
|
|
2024
Q1 | $2.22M | Sell |
26,572
-460
| -2% | -$38.4K | 0.9% | 21 |
|
|
2023
Q4 | $2.11M | Buy |
+27,032
| New | +$2.11M | 1.06% | 19 |
|