Shira Ridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,436
| Closed | -$204K | – | 77 |
|
|
2024
Q1 | $204K | Sell |
2,436
-2,059
| -46% | -$172K | 0.12% | 72 |
|
|
2023
Q4 | $351K | Sell |
4,495
-763
| -15% | -$59.5K | 0.21% | 57 |
|
|
2023
Q3 | $381K | Sell |
5,258
-107
| -2% | -$7.75K | 0.25% | 51 |
|
|
2023
Q2 | $399K | Sell |
5,365
-1,316
| -20% | -$97.8K | 0.25% | 50 |
|
|
2023
Q1 | $486K | Buy |
6,681
+182
| +3% | +$13.2K | 0.32% | 47 |
|
|
2022
Q4 | $469K | Buy |
+6,499
| New | +$469K | 0.32% | 44 |
|