Prosperity Capital 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 | $264K | Buy |
+2,809
| New | +$264K | 0.02% | 245 |
|
|
2024
Q1 | – | Sell |
-3,445
| Closed | -$269K | – | 334 |
|
|
2023
Q4 | $269K | Sell |
3,445
-4,533
| -57% | -$354K | 0.03% | 209 |
|
|
2023
Q3 | $578K | Buy |
7,978
+1,016
| +15% | +$73.5K | 0.08% | 123 |
|
|
2023
Q2 | $518K | Buy |
6,962
+2,048
| +42% | +$152K | 0.07% | 135 |
|
|
2023
Q1 | $357K | Buy |
+4,914
| New | +$357K | 0.06% | 148 |
|