Milestone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
5,496
-12
| -0.2% | -$1.13K | 0.11% | 139 |
|
|
2025
Q1 | $516K | Buy |
5,508
+85
| +2% | +$7.96K | 0.11% | 136 |
|
|
2024
Q4 | $482K | Sell |
5,423
-22
| -0.4% | -$1.95K | 0.11% | 159 |
|
|
2024
Q3 | $497K | Sell |
5,445
-9
| -0.2% | -$822 | 0.11% | 134 |
|
|
2024
Q2 | $458K | Sell |
5,454
-533
| -9% | -$44.8K | 0.11% | 132 |
|
|
2024
Q1 | $500K | Sell |
5,987
-245
| -4% | -$20.5K | 0.14% | 107 |
|
|
2023
Q4 | $486K | Sell |
6,232
-1,262
| -17% | -$98.5K | 0.16% | 39 |
|
|
2023
Q3 | $539K | Sell |
7,494
-290
| -4% | -$20.9K | 0.19% | 29 |
|
|
2023
Q2 | $579K | Buy |
7,784
+9
| +0.1% | +$669 | 0.26% | 23 |
|
|
2023
Q1 | $566K | Sell |
7,775
-920
| -11% | -$66.9K | 0.32% | 37 |
|
|
2022
Q4 | $632K | Buy |
+8,695
| New | +$632K | 0.38% | 28 |
|