ShoreHaven Wealth Partners’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 | $1.26M | Sell |
13,461
-6
| -0% | -$563 | 0.52% | 43 |
|
|
2025
Q1 | $1.26M | Buy |
13,467
+10,178
| +309% | +$953K | 0.6% | 40 |
|
|
2024
Q4 | $292K | Sell |
3,289
-94
| -3% | -$8.35K | 0.14% | 76 |
|
|
2024
Q3 | $309K | Sell |
3,383
-460
| -12% | -$42K | 0.15% | 70 |
|
|
2024
Q2 | $323K | Sell |
3,843
-7,333
| -66% | -$616K | 0.17% | 63 |
|
|
2024
Q1 | $934K | Sell |
11,176
-8,250
| -42% | -$690K | 0.51% | 41 |
|
|
2023
Q4 | $1.52M | Sell |
19,426
-21,424
| -52% | -$1.67M | 0.92% | 29 |
|
|
2023
Q3 | $2.96M | Sell |
40,850
-7,617
| -16% | -$551K | 2.03% | 14 |
|
|
2023
Q2 | $3.6M | Buy |
48,467
+11,440
| +31% | +$850K | 2.41% | 15 |
|
|
2023
Q1 | $2.69M | Buy |
37,027
+15,561
| +72% | +$1.13M | 1.89% | 18 |
|
|
2022
Q4 | $1.55M | Buy |
21,466
+930
| +5% | +$67.1K | 1.09% | 26 |
|
|
2022
Q3 | $1.36M | Buy |
20,536
+3,688
| +22% | +$244K | 1.04% | 27 |
|
|
2022
Q2 | $1.18M | Buy |
16,848
+5,604
| +50% | +$393K | 0.85% | 31 |
|
|
2022
Q1 | $872K | Buy |
+11,244
| New | +$872K | 0.46% | 43 |
|