PFA
Professional Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
6,819
+16
| +0.2% | +$1.5K | 0.15% | 77 |
|
|
2025
Q1 | $637K | Buy |
6,803
+1,245
| +22% | +$117K | 0.16% | 74 |
|
|
2024
Q4 | $494K | Sell |
5,558
-72
| -1% | -$6.39K | 0.13% | 82 |
|
|
2024
Q3 | $514K | Buy |
5,630
+7
| +0.1% | +$639 | 0.13% | 78 |
|
|
2024
Q2 | $472K | Sell |
5,623
-48
| -0.8% | -$4.03K | 0.13% | 76 |
|
|
2024
Q1 | $474K | Buy |
5,671
+21
| +0.4% | +$1.76K | 0.14% | 76 |
|
|
2023
Q4 | $441K | Buy |
5,650
+191
| +3% | +$14.9K | 0.15% | 69 |
|
|
2023
Q3 | $395K | Hold |
5,459
| – | – | 0.18% | 72 |
|
|
2023
Q2 | $406K | Buy |
5,459
+30
| +0.6% | +$2.23K | 0.21% | 60 |
|
|
2023
Q1 | $421K | Buy |
5,429
+55
| +1% | +$4.27K | 0.25% | 48 |
|
|
2022
Q4 | $387K | Sell |
5,374
-61
| -1% | -$4.4K | 0.26% | 62 |
|
|
2022
Q3 | $359K | Buy |
5,435
+24
| +0.4% | +$1.59K | 0.22% | 64 |
|
|
2022
Q2 | $380K | Sell |
5,411
-18
| -0.3% | -$1.26K | 0.21% | 69 |
|
|
2022
Q1 | $421K | Buy |
5,429
+86
| +2% | +$6.67K | 0.18% | 62 |
|
|
2021
Q4 | $432K | Buy |
5,343
+15
| +0.3% | +$1.21K | 0.19% | 69 |
|
|
2021
Q3 | $392K | Buy |
5,328
+19
| +0.4% | +$1.4K | 0.22% | 61 |
|
|
2021
Q2 | $391K | Buy |
5,309
+92
| +2% | +$6.78K | 0.22% | 57 |
|
|
2021
Q1 | $361K | Buy |
5,217
+198
| +4% | +$13.7K | 0.22% | 71 |
|
|
2020
Q4 | $341K | Sell |
5,019
-19
| -0.4% | -$1.29K | 0.27% | 73 |
|
|
2020
Q3 | $311K | Sell |
5,038
-237
| -4% | -$14.6K | 0.29% | 63 |
|
|
2020
Q2 | $320K | Sell |
5,275
-1,789
| -25% | -$109K | 0.42% | 48 |
|
|
2020
Q1 | $417K | Sell |
7,064
-22,392
| -76% | -$1.32M | 0.75% | 37 |
|
|
2019
Q4 | $1.93M | Buy |
+29,456
| New | +$1.93M | 1.83% | 15 |
|