Riggs Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$547 | – | 690 |
|
|
2023
Q4 | $547 | Hold |
7
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $507 | Buy |
+7
| New | +$507 | ﹤0.01% | 389 |
|
|
2022
Q3 | – | Sell |
-137
| Closed | -$10K | – | 350 |
|
|
2022
Q2 | $10K | Buy |
+137
| New | +$10K | ﹤0.01% | 205 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$4K | – | 304 |
|
|
2020
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 234 |
|