Sensible Money’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 | $830K | Hold |
8,839
| – | – | 0.31% | 25 |
|
|
2025
Q1 | $828K | Buy |
8,839
+112
| +1% | +$10.5K | 0.35% | 22 |
|
|
2024
Q4 | $775K | Hold |
8,727
| – | – | 0.34% | 25 |
|
|
2024
Q3 | $797K | Buy |
8,727
+121
| +1% | +$11K | 0.35% | 26 |
|
|
2024
Q2 | $723K | Hold |
8,606
| – | – | 0.35% | 27 |
|
|
2024
Q1 | $719K | Hold |
8,606
| – | – | 0.39% | 28 |
|
|
2023
Q4 | $672K | Hold |
8,606
| – | – | 0.4% | 29 |
|
|
2023
Q3 | $623K | Hold |
8,606
| – | – | 0.44% | 27 |
|
|
2023
Q2 | $640K | Hold |
8,606
| – | – | 0.47% | 30 |
|
|
2023
Q1 | $626K | Hold |
8,606
| – | – | 0.54% | 29 |
|
|
2022
Q4 | $620K | Buy |
+8,606
| New | +$620K | 0.66% | 27 |
|