Modern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
59,749
-499
| -0.8% | -$46.8K | 0.14% | 150 |
|
|
2025
Q1 | $5.64M | Buy |
60,248
+1,634
| +3% | +$153K | 0.18% | 112 |
|
|
2024
Q4 | $5.2M | Buy |
58,614
+600
| +1% | +$53.3K | 0.19% | 104 |
|
|
2024
Q3 | $5.3M | Sell |
58,014
-256
| -0.4% | -$23.4K | 0.32% | 61 |
|
|
2024
Q2 | $4.89M | Buy |
58,270
+4,714
| +9% | +$396K | 0.36% | 48 |
|
|
2024
Q1 | $4.48M | Sell |
53,556
-423
| -0.8% | -$35.4K | 0.42% | 36 |
|
|
2023
Q4 | $4.21M | Buy |
+53,979
| New | +$4.21M | 0.53% | 28 |
|