SVWG
Shared Vision Wealth Group’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 | $230K | Sell |
2,488
-369
| -13% | -$34.2K | 0.12% | 79 |
|
|
2025
Q1 | $268K | Buy |
2,857
+513
| +22% | +$48K | 0.15% | 67 |
|
|
2024
Q4 | $208K | Sell |
2,344
-331
| -12% | -$29.4K | 0.11% | 75 |
|
|
2024
Q3 | $244K | Sell |
2,675
-27
| -1% | -$2.47K | 0.13% | 66 |
|
|
2024
Q2 | $227K | Sell |
2,702
-1,322
| -33% | -$111K | 0.13% | 71 |
|
|
2024
Q1 | $336K | Sell |
4,024
-6,404
| -61% | -$535K | 0.21% | 55 |
|
|
2023
Q4 | $814K | Buy |
+10,428
| New | +$814K | 0.54% | 26 |
|