Optimist Retirement Group’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 | $255K | Hold |
2,712
| – | – | 0.12% | 97 |
|
|
2025
Q1 | $254K | Hold |
2,712
| – | – | 0.13% | 79 |
|
|
2024
Q4 | $241K | Hold |
2,712
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $248K | Hold |
2,712
| – | – | 0.11% | 94 |
|
|
2024
Q2 | $228K | Hold |
2,712
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $227K | Hold |
2,712
| – | – | 0.12% | 78 |
|
|
2023
Q4 | $212K | Buy |
+2,712
| New | +$212K | 0.14% | 67 |
|