NFP Retirement Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $694K | Buy |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $426K | Buy |
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