NRW
Nova R Wealth’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 |
14,169
-123
| -0.9% | -$11.5K | 0.62% | 33 |
|
|
2025
Q1 | $1.34M | Buy |
14,292
+27
| +0.2% | +$2.53K | 0.66% | 32 |
|
|
2024
Q4 | $1.27M | Buy |
14,265
+36
| +0.3% | +$3.2K | 0.64% | 33 |
|
|
2024
Q3 | $1.3M | Buy |
14,229
+34
| +0.2% | +$3.11K | 0.64% | 32 |
|
|
2024
Q2 | $1.19M | Buy |
14,195
+19
| +0.1% | +$1.6K | 0.61% | 33 |
|
|
2024
Q1 | $1.18M | Buy |
14,176
+22
| +0.2% | +$1.84K | 0.62% | 34 |
|
|
2023
Q4 | $1.1M | Buy |
14,154
+684
| +5% | +$53.4K | 0.7% | 30 |
|
|
2023
Q3 | $975K | Hold |
13,470
| – | – | 0.67% | 29 |
|
|
2023
Q2 | $1M | Buy |
13,470
+20
| +0.1% | +$1.49K | 0.67% | 30 |
|
|
2023
Q1 | $978K | Buy |
13,450
+22
| +0.2% | +$1.6K | 0.66% | 31 |
|
|
2022
Q4 | $968K | Sell |
13,428
-504
| -4% | -$36.3K | 0.71% | 28 |
|
|
2022
Q3 | $921K | Buy |
13,932
+17
| +0.1% | +$1.12K | 0.75% | 28 |
|
|
2022
Q2 | $977K | Buy |
13,915
+727
| +6% | +$51K | 0.8% | 27 |
|
|
2022
Q1 | $1.02M | Buy |
13,188
+6
| +0% | +$465 | 0.87% | 24 |
|
|
2021
Q4 | $1.07M | Buy |
+13,182
| New | +$1.07M | 0.86% | 23 |
|