MWA
Muirfield Wealth Advisors’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
Q2 | $3.7M | Sell |
39,413
-408
| -1% | -$38.3K | 2.94% | 11 |
|
|
2025
Q1 | $3.73M | Sell |
39,821
-669
| -2% | -$62.7K | 3.17% | 9 |
|
|
2024
Q4 | $3.6M | Sell |
40,490
-931
| -2% | -$82.7K | 2.96% | 10 |
|
|
2024
Q3 | $3.78M | Buy |
41,421
+249
| +0.6% | +$22.7K | 3.21% | 9 |
|
|
2024
Q2 | $3.46M | Buy |
41,172
+1,111
| +3% | +$93.3K | 3.24% | 9 |
|
|
2024
Q1 | $3.35M | Buy |
40,061
+132
| +0.3% | +$11K | 3.23% | 9 |
|
|
2023
Q4 | $3.12M | Buy |
+39,929
| New | +$3.12M | 3.3% | 9 |
|