New World Advisors’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 | $489K | Buy |
5,213
+931
| +22% | +$87.4K | 0.1% | 35 |
|
|
2025
Q1 | $401K | Buy |
4,282
+535
| +14% | +$50.1K | 0.09% | 46 |
|
|
2024
Q4 | $333K | Buy |
3,747
+300
| +9% | +$26.6K | 0.08% | 45 |
|
|
2024
Q3 | $315K | Hold |
3,447
| – | – | 0.08% | 54 |
|
|
2024
Q2 | $289K | Buy |
3,447
+130
| +4% | +$10.9K | 0.08% | 53 |
|
|
2024
Q1 | $277K | Buy |
+3,317
| New | +$277K | 0.08% | 58 |
|
|
2019
Q2 | – | Sell |
-72
| Closed | -$4K | – | 109 |
|
|
2019
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 110 |
|