Salomon & Ludwin’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 | $216K | Hold |
2,310
| – | – | 0.02% | 146 |
|
|
2025
Q1 | $216K | Hold |
2,310
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $205K | Hold |
2,310
| – | – | 0.02% | 139 |
|
|
2024
Q3 | $211K | Sell |
2,310
-121
| -5% | -$11K | 0.02% | 145 |
|
|
2024
Q2 | $204K | Hold |
2,431
| – | – | 0.02% | 149 |
|
|
2024
Q1 | $203K | Hold |
2,431
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $176K | Hold |
2,431
| – | – | 0.02% | 183 |
|
|
2023
Q3 | $176K | Buy |
+2,431
| New | +$176K | 0.02% | 183 |
|
|
2020
Q2 | – | Sell |
-151
| Closed | -$8K | – | 206 |
|
|
2020
Q1 | $8K | Buy |
+151
| New | +$8K | ﹤0.01% | 176 |
|
|
2019
Q2 | – | Sell |
-2,431
| Closed | -$143K | – | 281 |
|
|
2019
Q1 | $143K | Buy |
+2,431
| New | +$143K | 0.03% | 48 |
|