RFM
Royal Fund Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-219
| Closed | -$14K | – | 741 |
|
|
2019
Q4 | $14K | Buy |
219
+1
| +0.5% | +$64 | ﹤0.01% | 389 |
|
|
2019
Q3 | $13K | Buy |
+218
| New | +$13K | ﹤0.01% | 378 |
|
|
2018
Q3 | – | Sell |
-563
| Closed | -$29K | – | 654 |
|
|
2018
Q2 | $29K | Buy |
+563
| New | +$29K | 0.01% | 251 |
|
|
2017
Q2 | – | Sell |
-7
| Closed | – | – | 516 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 477 |
|