MSH Capital Advisors’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 | $215K | Buy |
2,289
+7
| +0.3% | +$657 | 0.06% | 224 |
|
|
2025
Q1 | $214K | Buy |
+2,282
| New | +$214K | 0.07% | 219 |
|
|
2024
Q2 | – | Sell |
-2,650
| Closed | -$221K | – | 234 |
|
|
2024
Q1 | $221K | Buy |
2,650
+18
| +0.7% | +$1.5K | 0.08% | 194 |
|
|
2023
Q4 | $205K | Sell |
2,632
-3,589
| -58% | -$280K | 0.08% | 202 |
|
|
2023
Q3 | $450K | Sell |
6,221
-455
| -7% | -$32.9K | 0.18% | 131 |
|
|
2023
Q2 | $496K | Buy |
6,676
+540
| +9% | +$40.1K | 0.18% | 127 |
|
|
2023
Q1 | $446K | Buy |
6,136
+1,104
| +22% | +$80.3K | 0.19% | 123 |
|
|
2022
Q4 | $363K | Buy |
5,032
+501
| +11% | +$36.1K | 0.16% | 129 |
|
|
2022
Q3 | $299K | Buy |
4,531
+353
| +8% | +$23.3K | 0.15% | 139 |
|
|
2022
Q2 | $293K | Sell |
4,178
-256
| -6% | -$18K | 0.14% | 148 |
|
|
2022
Q1 | $344K | Buy |
4,434
+232
| +6% | +$18K | 0.14% | 143 |
|
|
2021
Q4 | $340K | Buy |
+4,202
| New | +$340K | 0.15% | 138 |
|