Monumental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,535
| Closed | -$857K | – | 46 |
|
|
2023
Q2 | $857K | Buy |
11,535
+2,367
| +26% | +$176K | 0.58% | 39 |
|
|
2023
Q1 | $667K | Buy |
9,168
+2,285
| +33% | +$166K | 0.48% | 44 |
|
|
2022
Q4 | $496K | Sell |
6,883
-2,234
| -25% | -$161K | 0.4% | 45 |
|
|
2022
Q3 | $603K | Buy |
9,117
+5,107
| +127% | +$338K | 0.57% | 18 |
|
|
2022
Q2 | $282K | Buy |
+4,010
| New | +$282K | 0.26% | 36 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$37K | – | 86 |
|
|
2021
Q2 | $37K | Sell |
500
-8,293
| -94% | -$614K | 0.03% | 50 |
|
|
2021
Q1 | $608K | Buy |
+8,793
| New | +$608K | 0.58% | 35 |
|