NIWA
New Insight 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 | $1.33M | Sell |
14,213
-107
| -0.7% | -$10K | 0.55% | 36 |
|
|
2025
Q1 | $1.34M | Sell |
14,320
-210
| -1% | -$19.7K | 0.61% | 34 |
|
|
2024
Q4 | $1.29M | Buy |
14,530
+250
| +2% | +$22.2K | 0.65% | 30 |
|
|
2024
Q3 | $1.3M | Buy |
14,280
+155
| +1% | +$14.2K | 0.69% | 29 |
|
|
2024
Q2 | $1.19M | Sell |
14,125
-1,689
| -11% | -$142K | 0.7% | 29 |
|
|
2024
Q1 | $1.32M | Sell |
15,814
-46
| -0.3% | -$3.85K | 0.83% | 26 |
|
|
2023
Q4 | $1.24M | Buy |
+15,860
| New | +$1.24M | 0.83% | 26 |
|