NewEdge Wealth’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 | $1.59M | Sell |
17,143
-2,256
| -12% | -$209K | 0.02% | 426 |
|
|
2025
Q1 | $1.82M | Buy |
19,399
+2,654
| +16% | +$249K | 0.03% | 365 |
|
|
2024
Q4 | $1.49M | Buy |
16,745
+2,927
| +21% | +$260K | 0.03% | 417 |
|
|
2024
Q3 | $1.26M | Buy |
13,818
+5,578
| +68% | +$509K | 0.02% | 431 |
|
|
2024
Q2 | $692K | Buy |
8,240
+58
| +0.7% | +$4.87K | 0.02% | 476 |
|
|
2024
Q1 | $660K | Buy |
8,182
+763
| +10% | +$61.5K | 0.01% | 495 |
|
|
2023
Q4 | $579K | Buy |
+7,419
| New | +$579K | 0.01% | 483 |
|