Oxinas Partners Wealth Management’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 | $1.01M | Buy |
10,761
+686
| +7% | +$64.4K | 0.52% | 48 |
|
|
2025
Q1 | $944K | Sell |
10,075
-526
| -5% | -$49.3K | 0.56% | 49 |
|
|
2024
Q4 | $941K | Sell |
10,601
-99
| -0.9% | -$8.79K | 0.55% | 45 |
|
|
2024
Q3 | $977K | Buy |
10,700
+436
| +4% | +$39.8K | 0.6% | 47 |
|
|
2024
Q2 | $862K | Sell |
10,264
-366
| -3% | -$30.7K | 0.57% | 47 |
|
|
2024
Q1 | $888K | Buy |
10,630
+93
| +0.9% | +$7.77K | 0.58% | 43 |
|
|
2023
Q4 | $822K | Sell |
10,537
-39
| -0.4% | -$3.04K | 0.58% | 43 |
|
|
2023
Q3 | $765K | Sell |
10,576
-233
| -2% | -$16.9K | 0.57% | 43 |
|
|
2023
Q2 | $803K | Buy |
10,809
+94
| +0.9% | +$6.99K | 0.53% | 47 |
|
|
2023
Q1 | $779K | Sell |
10,715
-677
| -6% | -$49.2K | 0.56% | 52 |
|
|
2022
Q4 | $821K | Buy |
11,392
+134
| +1% | +$9.66K | 0.69% | 44 |
|
|
2022
Q3 | $744K | Sell |
11,258
-525
| -4% | -$34.7K | 0.61% | 48 |
|
|
2022
Q2 | $827K | Buy |
11,783
+302
| +3% | +$21.2K | 0.63% | 45 |
|
|
2022
Q1 | $891K | Buy |
11,481
+3,196
| +39% | +$248K | 0.56% | 46 |
|
|
2021
Q4 | $670K | Sell |
8,285
-314
| -4% | -$25.4K | 0.38% | 63 |
|
|
2021
Q3 | $632K | Buy |
8,599
+666
| +8% | +$48.9K | 0.37% | 72 |
|
|
2021
Q2 | $584K | Sell |
7,933
-165
| -2% | -$12.1K | 0.33% | 76 |
|
|
2021
Q1 | $560K | Buy |
8,098
+3,895
| +93% | +$269K | 0.36% | 73 |
|
|
2020
Q4 | $285K | Buy |
+4,203
| New | +$285K | 0.21% | 94 |
|