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New Century Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

New Century Financial Group’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,228
Closed -$593K – 56
2025
Q3 		$593K Sell
6,228
-6,544
-51% -$613K 1.05% 38
2025
Q2 		$1.2M Buy
12,772
+10,052
+370% +$925K 1.41% 24
2025
Q1 		$255K Sell
2,720
-19,122
-88% -$1.76M 0.29% 106
2024
Q4 		$1.95M Sell
21,842
-1,815
-8% -$167K 0.83% 23
2024
Q3 		$2.16M Buy
23,657
+2,841
+14% +$250K 0.79% 23
2024
Q2 		$1.75M Buy
20,816
+5,685
+38% +$468K 0.74% 26
2024
Q1 		$1.26M Buy
15,131
+631
+4% +$50.9K 0.88% 22
2023
Q4 		$1.13M Buy
+14,500
New +$1.08M 0.98% 19

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