Secure Asset Management’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 | $356K | Sell |
3,796
-217
| -5% | -$20.4K | 0.07% | 228 |
|
|
2025
Q1 | $376K | Buy |
4,013
+166
| +4% | +$15.5K | 0.08% | 207 |
|
|
2024
Q4 | $342K | Buy |
3,847
+56
| +1% | +$4.97K | 0.05% | 238 |
|
|
2024
Q3 | $346K | Hold |
3,791
| – | – | 0.06% | 224 |
|
|
2024
Q2 | $318K | Hold |
3,791
| – | – | 0.06% | 221 |
|
|
2024
Q1 | $317K | Sell |
3,791
-274
| -7% | -$22.9K | 0.07% | 175 |
|
|
2023
Q4 | $317K | Sell |
4,065
-18,120
| -82% | -$1.41M | 0.09% | 166 |
|
|
2023
Q3 | $1.61M | Buy |
+22,185
| New | +$1.61M | 0.48% | 45 |
|