SFP
Sandbox Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
2,852
+41
| +1% | +$3.85K | 0.08% | 98 |
|
|
2025
Q1 | $263K | Sell |
2,811
-413
| -13% | -$38.7K | 0.09% | 94 |
|
|
2024
Q4 | $286K | Buy |
3,224
+5
| +0.2% | +$444 | 0.1% | 89 |
|
|
2024
Q3 | $294K | Buy |
3,219
+4
| +0.1% | +$365 | 0.1% | 86 |
|
|
2024
Q2 | $270K | Buy |
3,215
+4
| +0.1% | +$336 | 0.1% | 83 |
|
|
2024
Q1 | $268K | Buy |
3,211
+96
| +3% | +$8.02K | 0.11% | 83 |
|
|
2023
Q4 | $243K | Buy |
3,115
+10
| +0.3% | +$780 | 0.11% | 76 |
|
|
2023
Q3 | $225K | Hold |
3,105
| – | – | 0.12% | 79 |
|
|
2023
Q2 | $231K | Buy |
+3,105
| New | +$231K | 0.12% | 85 |
|