Mosley 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
2024
Q4
$1.16M Buy
12,644
+728
+6% +$66.6K 0.72% 33
2024
Q3
$1.1M Buy
11,916
+1,077
+10% +$99.6K 0.75% 26
2024
Q2
$910K Buy
10,839
+223
+2% +$18.7K 0.77% 25
2024
Q1
$887K Sell
10,616
-133
-1% -$11.1K 0.83% 24
2023
Q4
$839K Buy
+10,749
New +$839K 0.83% 25