MLA
My Legacy 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 | $270K | Sell |
2,888
-1,182
| -29% | -$110K | 0.1% | 182 |
|
|
2025
Q1 | $381K | Buy |
4,070
+811
| +25% | +$76K | 0.15% | 154 |
|
|
2024
Q4 | $291K | Sell |
3,259
-406
| -11% | -$36.2K | 0.11% | 174 |
|
|
2024
Q3 | $335K | Sell |
3,665
-1,437
| -28% | -$131K | 0.13% | 165 |
|
|
2024
Q2 | $428K | Sell |
5,102
-2,208
| -30% | -$185K | 0.14% | 163 |
|
|
2024
Q1 | $611K | Sell |
7,310
-10,976
| -60% | -$917K | 0.2% | 138 |
|
|
2023
Q4 | $1.43M | Sell |
18,286
-18,848
| -51% | -$1.48M | 0.52% | 50 |
|
|
2023
Q3 | $2.68M | Sell |
37,134
-6,197
| -14% | -$448K | 1.09% | 19 |
|
|
2023
Q2 | $3.22M | Buy |
43,331
+4,791
| +12% | +$356K | 1.27% | 13 |
|
|
2023
Q1 | $2.83M | Buy |
38,540
+18,743
| +95% | +$1.38M | 1.21% | 14 |
|
|
2022
Q4 | $1.44M | Buy |
19,797
+6,689
| +51% | +$488K | 0.62% | 42 |
|
|
2022
Q3 | $864K | Buy |
13,108
+125
| +1% | +$8.24K | 0.44% | 72 |
|
|
2022
Q2 | $924K | Sell |
12,983
-2,735
| -17% | -$195K | 0.46% | 68 |
|
|
2022
Q1 | $1.22M | Buy |
+15,718
| New | +$1.22M | 0.57% | 46 |
|