Plante Moran Financial 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 | $28K | Sell |
298
-51
| -15% | -$4.79K | ﹤0.01% | 435 |
|
|
2025
Q1 | $32.7K | Sell |
349
-216
| -38% | -$20.2K | ﹤0.01% | 409 |
|
|
2024
Q4 | $50.2K | Hold |
565
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $51.6K | Buy |
565
+435
| +335% | +$39.7K | ﹤0.01% | 378 |
|
|
2024
Q2 | $10.9K | Hold |
130
| – | – | ﹤0.01% | 574 |
|
|
2024
Q1 | $10.9K | Buy |
130
+83
| +177% | +$6.94K | ﹤0.01% | 593 |
|
|
2023
Q4 | $3.67K | Buy |
+47
| New | +$3.67K | ﹤0.01% | 672 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$3K | – | 1092 |
|
|
2022
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 784 |
|
|
2021
Q3 | – | Sell |
-1,126
| Closed | -$83K | – | 1026 |
|
|
2021
Q2 | $83K | Buy |
1,126
+97
| +9% | +$7.15K | 0.02% | 278 |
|
|
2021
Q1 | $71K | Sell |
1,029
-3,385
| -77% | -$234K | 0.02% | 294 |
|
|
2020
Q4 | $300K | Hold |
4,414
| – | – | 0.09% | 125 |
|
|
2020
Q3 | $281K | Buy |
4,414
+99
| +2% | +$6.3K | 0.1% | 113 |
|
|
2020
Q2 | $262K | Buy |
+4,315
| New | +$262K | 0.1% | 106 |
|
|
2019
Q1 | – | Sell |
-856
| Closed | -$45K | – | 938 |
|
|
2018
Q4 | $45K | Buy |
+856
| New | +$45K | 0.02% | 311 |
|
|
2017
Q2 | – | Sell |
-980
| Closed | -$47K | – | 905 |
|
|
2017
Q1 | $47K | Buy |
+980
| New | +$47K | 0.03% | 331 |
|