Midwest Financial Group’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 | $821K | Sell |
8,744
-87
| -1% | -$8.17K | 0.43% | 52 |
|
|
2025
Q1 | $827K | Sell |
8,831
-221
| -2% | -$20.7K | 0.48% | 49 |
|
|
2024
Q4 | $804K | Buy |
9,052
+22
| +0.2% | +$1.95K | 0.46% | 49 |
|
|
2024
Q3 | $825K | Buy |
9,030
+14
| +0.2% | +$1.28K | 0.48% | 48 |
|
|
2024
Q2 | $757K | Buy |
9,016
+25
| +0.3% | +$2.1K | 0.48% | 53 |
|
|
2024
Q1 | $752K | Sell |
8,991
-453
| -5% | -$37.9K | 0.51% | 53 |
|
|
2023
Q4 | $737K | Sell |
9,444
-292
| -3% | -$22.8K | 0.55% | 52 |
|
|
2023
Q3 | $705K | Sell |
9,736
-175
| -2% | -$12.7K | 0.6% | 48 |
|
|
2023
Q2 | $737K | Sell |
9,911
-41
| -0.4% | -$3.05K | 0.62% | 49 |
|
|
2023
Q1 | $724K | Buy |
+9,952
| New | +$724K | 0.67% | 44 |
|