MFT
Moisand Fitzgerald Tamayo’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 | $21.1K | Hold |
225
| – | – | ﹤0.01% | 272 |
|
|
2025
Q1 | $21.1K | Hold |
225
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $20K | Hold |
225
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $20.5K | Hold |
225
| – | – | ﹤0.01% | 276 |
|
|
2024
Q2 | $18.9K | Hold |
225
| – | – | ﹤0.01% | 252 |
|
|
2024
Q1 | $18.8K | Sell |
225
-63
| -22% | -$5.27K | ﹤0.01% | 249 |
|
|
2023
Q4 | $22.5K | Buy |
288
+38
| +15% | +$2.97K | ﹤0.01% | 248 |
|
|
2023
Q3 | $18.1K | Sell |
250
-39
| -13% | -$2.82K | ﹤0.01% | 267 |
|
|
2023
Q2 | $21.5K | Hold |
289
| – | – | ﹤0.01% | 245 |
|
|
2023
Q1 | $21K | Hold |
289
| – | – | ﹤0.01% | 254 |
|
|
2022
Q4 | $20.8K | Hold |
289
| – | – | ﹤0.01% | 248 |
|
|
2022
Q3 | $19K | Hold |
289
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $20K | Buy |
+289
| New | +$20K | 0.01% | 228 |
|
|
2020
Q4 | – | Sell |
-42
| Closed | -$3K | – | 389 |
|
|
2020
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 277 |
|
|
2018
Q1 | – | Sell |
-275
| Closed | -$15K | – | 343 |
|
|
2017
Q4 | $15K | Hold |
275
| – | – | 0.01% | 176 |
|
|
2017
Q3 | $14K | Buy |
+275
| New | +$14K | 0.01% | 192 |
|