Richardson Financial 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 | $537K | Buy |
5,704
+244
| +4% | +$23K | 0.36% | 78 |
|
|
2025
Q1 | $511K | Sell |
5,460
-555
| -9% | -$52K | 0.39% | 76 |
|
|
2024
Q4 | $534K | Sell |
6,015
-1,170
| -16% | -$104K | 0.38% | 74 |
|
|
2024
Q3 | $607K | Buy |
7,185
+477
| +7% | +$40.3K | 0.39% | 66 |
|
|
2024
Q2 | $563K | Sell |
6,708
-366
| -5% | -$30.7K | 0.41% | 69 |
|
|
2024
Q1 | $591K | Sell |
7,074
-1,469
| -17% | -$123K | 0.42% | 68 |
|
|
2023
Q4 | $667K | Buy |
+8,543
| New | +$667K | 0.58% | 50 |
|