Rowlandmiller & Partners’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 | $341K | Sell |
3,632
-200
| -5% | -$18.8K | 0.07% | 124 |
|
|
2025
Q1 | $359K | Hold |
3,832
| – | – | 0.08% | 118 |
|
|
2024
Q4 | $340K | Hold |
3,832
| – | – | 0.07% | 121 |
|
|
2024
Q3 | $350K | Hold |
3,832
| – | – | 0.07% | 121 |
|
|
2024
Q2 | $322K | Hold |
3,832
| – | – | 0.07% | 122 |
|
|
2024
Q1 | $320K | Hold |
3,832
| – | – | 0.07% | 124 |
|
|
2023
Q4 | $299K | Hold |
3,832
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $277K | Hold |
3,832
| – | – | 0.07% | 128 |
|
|
2023
Q2 | $285K | Hold |
3,832
| – | – | 0.07% | 128 |
|
|
2023
Q1 | $279K | Hold |
3,832
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $277K | Hold |
3,832
| – | – | 0.07% | 131 |
|
|
2022
Q3 | $253K | Hold |
3,832
| – | – | 0.07% | 126 |
|
|
2022
Q2 | $269K | Hold |
3,832
| – | – | 0.07% | 127 |
|
|
2022
Q1 | $297K | Hold |
3,832
| – | – | 0.07% | 125 |
|
|
2021
Q4 | $310K | Hold |
3,832
| – | – | 0.07% | 128 |
|
|
2021
Q3 | $232K | Hold |
3,832
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $282K | Hold |
3,832
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $265K | Hold |
3,832
| – | – | 0.07% | 126 |
|
|
2020
Q4 | $260K | Hold |
3,832
| – | – | 0.07% | 123 |
|
|
2020
Q3 | $207K | Hold |
3,832
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $232K | Hold |
3,832
| – | – | 0.08% | 113 |
|
|
2020
Q1 | $207K | Buy |
+3,832
| New | +$207K | 0.08% | 109 |
|