O3W
Omni 360 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 | $456K | Sell |
4,854
-282
| -5% | -$26.5K | 0.22% | 90 |
|
|
2025
Q1 | $481K | Sell |
5,136
-42
| -0.8% | -$3.93K | 0.28% | 72 |
|
|
2024
Q4 | $460K | Sell |
5,178
-11
| -0.2% | -$977 | 0.29% | 74 |
|
|
2024
Q3 | $474K | Sell |
5,189
-84
| -2% | -$7.67K | 0.31% | 73 |
|
|
2024
Q2 | $443K | Sell |
5,273
-501
| -9% | -$42.1K | 0.33% | 70 |
|
|
2024
Q1 | $483K | Sell |
5,774
-2,445
| -30% | -$204K | 0.39% | 60 |
|
|
2023
Q4 | $641K | Buy |
+8,219
| New | +$641K | 0.6% | 44 |
|