MWM
Moran Wealth Management’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
Q1 | – | Sell |
-4,832
| Closed | -$429K | – | 488 |
|
|
2024
Q4 | $429K | Buy |
+4,832
| New | +$429K | 0.01% | 379 |
|
|
2024
Q1 | – | Sell |
-44,338
| Closed | -$3.46M | – | 450 |
|
|
2023
Q4 | $3.46M | Sell |
44,338
-241,193
| -84% | -$18.8M | 0.12% | 200 |
|
|
2023
Q3 | $20.7M | Buy |
285,531
+113,953
| +66% | +$8.25M | 0.8% | 32 |
|
|
2023
Q2 | $12.8M | Sell |
171,578
-55,950
| -25% | -$4.16M | 0.48% | 77 |
|
|
2023
Q1 | $16.6M | Sell |
227,528
-32,113
| -12% | -$2.34M | 0.63% | 59 |
|
|
2022
Q4 | $18.7M | Buy |
+259,641
| New | +$18.7M | 0.71% | 37 |
|