Palo Alto Wealth 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 | $514K | Buy |
5,472
+19
| +0.3% | +$1.78K | 0.19% | 32 |
|
|
2025
Q1 | $503K | Buy |
5,453
+19
| +0.3% | +$1.75K | 0.2% | 30 |
|
|
2024
Q4 | $482K | Sell |
5,434
-964
| -15% | -$85.6K | 0.17% | 29 |
|
|
2024
Q3 | $592K | Buy |
6,398
+28
| +0.4% | +$2.59K | 0.24% | 25 |
|
|
2024
Q2 | $535K | Buy |
6,370
+23
| +0.4% | +$1.93K | 0.37% | 24 |
|
|
2024
Q1 | $530K | Sell |
6,347
-637
| -9% | -$53.2K | 0.37% | 24 |
|
|
2023
Q4 | $545K | Sell |
6,984
-885
| -11% | -$69.1K | 0.41% | 25 |
|
|
2023
Q3 | $573K | Sell |
7,869
-1,080
| -12% | -$78.6K | 0.48% | 21 |
|
|
2023
Q2 | $665K | Sell |
8,949
-860
| -9% | -$63.9K | 0.53% | 23 |
|
|
2023
Q1 | $714K | Sell |
9,809
-700
| -7% | -$50.9K | 0.57% | 25 |
|
|
2022
Q4 | $758K | Buy |
+10,509
| New | +$758K | 0.65% | 23 |
|