Northwest Financial 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 | $909K | Hold |
9,681
| – | – | 1.27% | 23 |
|
|
2025
Q1 | $907K | Sell |
9,681
-166
| -2% | -$15.5K | 0.75% | 35 |
|
|
2024
Q4 | $874K | Buy |
9,847
+1
| +0% | +$89 | 0.72% | 34 |
|
|
2024
Q3 | $899K | Buy |
9,846
+165
| +2% | +$15.1K | 0.72% | 30 |
|
|
2024
Q2 | $813K | Sell |
9,681
-106
| -1% | -$8.9K | 0.83% | 27 |
|
|
2024
Q1 | $818K | Sell |
9,787
-810
| -8% | -$67.7K | 0.9% | 30 |
|
|
2023
Q4 | $827K | Buy |
+10,597
| New | +$827K | 0.7% | 27 |
|