New Century 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 | $1.2M | Buy |
12,772
+10,052
| +370% | +$944K | 1.41% | 24 |
|
|
2025
Q1 | $255K | Sell |
2,720
-19,122
| -88% | -$1.79M | 0.29% | 106 |
|
|
2024
Q4 | $1.95M | Sell |
21,842
-1,815
| -8% | -$162K | 0.83% | 23 |
|
|
2024
Q3 | $2.16M | Buy |
23,657
+2,841
| +14% | +$259K | 0.79% | 23 |
|
|
2024
Q2 | $1.75M | Buy |
20,816
+5,685
| +38% | +$477K | 0.74% | 26 |
|
|
2024
Q1 | $1.26M | Buy |
15,131
+631
| +4% | +$52.7K | 0.88% | 22 |
|
|
2023
Q4 | $1.13M | Buy |
+14,500
| New | +$1.13M | 0.98% | 19 |
|