SWA
SFMG Wealth Advisors’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 | $556K | Buy |
5,923
+85
| +1% | +$7.98K | 0.04% | 142 |
|
|
2025
Q1 | $547K | Hold |
5,838
| – | – | 0.04% | 140 |
|
|
2024
Q4 | $518K | Hold |
5,838
| – | – | 0.04% | 146 |
|
|
2024
Q3 | $533K | Hold |
5,838
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $490K | Hold |
5,838
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $488K | Hold |
5,838
| – | – | 0.04% | 147 |
|
|
2023
Q4 | $456K | Hold |
5,838
| – | – | 0.04% | 149 |
|
|
2023
Q3 | $423K | Hold |
5,838
| – | – | 0.04% | 145 |
|
|
2023
Q2 | $434K | Buy |
5,838
+238
| +4% | +$17.7K | 0.04% | 140 |
|
|
2023
Q1 | $407K | Sell |
5,600
-17
| -0.3% | -$1.24K | 0.04% | 151 |
|
|
2022
Q4 | $405K | Buy |
5,617
+17
| +0.3% | +$1.23K | 0.04% | 154 |
|
|
2022
Q3 | $368K | Hold |
5,600
| – | – | 0.04% | 150 |
|
|
2022
Q2 | $393K | Hold |
5,600
| – | – | 0.05% | 147 |
|
|
2022
Q1 | $434K | Hold |
5,600
| – | – | 0.04% | 157 |
|
|
2021
Q4 | $453K | Hold |
5,600
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $412K | Hold |
5,600
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $412K | Hold |
5,600
| – | – | 0.05% | 168 |
|
|
2021
Q1 | $387K | Hold |
5,600
| – | – | 0.04% | 164 |
|
|
2020
Q4 | $380K | Buy |
+5,600
| New | +$380K | 0.05% | 147 |
|