Sage Financial Group’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 | $440K | Buy |
4,690
+285
| +6% | +$26.8K | 0.03% | 74 |
|
|
2025
Q1 | $413K | Sell |
4,405
-193
| -4% | -$18.1K | 0.03% | 81 |
|
|
2024
Q4 | $408K | Hold |
4,598
| – | – | 0.03% | 78 |
|
|
2024
Q3 | $420K | Hold |
4,598
| – | – | 0.03% | 77 |
|
|
2024
Q2 | $386K | Hold |
4,598
| – | – | 0.03% | 79 |
|
|
2024
Q1 | $384K | Sell |
4,598
-325
| -7% | -$27.2K | 0.03% | 79 |
|
|
2023
Q4 | $384K | Hold |
4,923
| – | – | 0.04% | 79 |
|
|
2023
Q3 | $356K | Hold |
4,923
| – | – | 0.04% | 74 |
|
|
2023
Q2 | $366K | Sell |
4,923
-762
| -13% | -$56.6K | 0.04% | 75 |
|
|
2023
Q1 | $414K | Buy |
5,685
+73
| +1% | +$5.31K | 0.05% | 72 |
|
|
2022
Q4 | $405K | Hold |
5,612
| – | – | 0.05% | 70 |
|
|
2022
Q3 | $371K | Hold |
5,612
| – | – | 0.05% | 65 |
|
|
2022
Q2 | $394K | Buy |
+5,612
| New | +$394K | 0.05% | 63 |
|