Private Client Services’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 | $223K | Sell |
2,372
-247
| -9% | -$23.2K | 0.09% | 186 |
|
|
2025
Q1 | $245K | Buy |
2,619
+37
| +1% | +$3.47K | 0.12% | 158 |
|
|
2024
Q4 | $229K | Sell |
2,582
-12
| -0.5% | -$1.07K | 0.12% | 167 |
|
|
2024
Q3 | $237K | Sell |
2,594
-74
| -3% | -$6.76K | 0.13% | 149 |
|
|
2024
Q2 | $224K | Buy |
2,668
+4
| +0.2% | +$336 | 0.14% | 127 |
|
|
2024
Q1 | $223K | Sell |
2,664
-242
| -8% | -$20.2K | 0.15% | 119 |
|
|
2023
Q4 | $227K | Buy |
+2,906
| New | +$227K | 0.19% | 119 |
|