Phillips Financial 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 | $46.1K | Buy |
+491
| New | +$46.1K | ﹤0.01% | 228 |
|
|
2024
Q4 | – | Sell |
-8
| Closed | -$740 | – | 275 |
|
|
2024
Q3 | $740 | Hold |
8
| – | – | ﹤0.01% | 274 |
|
|
2024
Q2 | $677 | Hold |
8
| – | – | ﹤0.01% | 268 |
|
|
2024
Q1 | $672 | Sell |
8
-14
| -64% | -$1.18K | ﹤0.01% | 262 |
|
|
2023
Q4 | $1.72K | Buy |
+22
| New | +$1.72K | ﹤0.01% | 250 |
|