Mosaic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
3,373
-277
| -8% | -$26K | 0.24% | 85 |
|
|
2025
Q1 | $342K | Hold |
3,650
| – | – | 0.28% | 75 |
|
|
2024
Q4 | $324K | Sell |
3,650
-900
| -20% | -$79.9K | 0.23% | 81 |
|
|
2024
Q3 | $415K | Hold |
4,550
| – | – | 0.29% | 69 |
|
|
2024
Q2 | $382K | Hold |
4,550
| – | – | 0.27% | 71 |
|
|
2024
Q1 | $380K | Buy |
+4,550
| New | +$380K | 0.3% | 65 |
|