SWM
SigFig Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,362
| Closed | -$653K | – | 133 |
|
|
2023
Q4 | $653K | Sell |
8,362
-50,539
| -86% | -$3.94M | 0.02% | 101 |
|
|
2023
Q3 | $4.26M | Buy |
58,901
+28,941
| +97% | +$2.09M | 0.17% | 58 |
|
|
2023
Q2 | $2.2M | Buy |
29,960
+1,881
| +7% | +$138K | 0.09% | 72 |
|
|
2023
Q1 | $2.04M | Buy |
28,079
+9,745
| +53% | +$709K | 0.11% | 67 |
|
|
2022
Q4 | $1.3M | Sell |
18,334
-52,547
| -74% | -$3.74M | 0.06% | 78 |
|
|
2022
Q3 | $5.16M | Buy |
70,881
+60,520
| +584% | +$4.4M | 0.27% | 43 |
|
|
2022
Q2 | $911K | Buy |
10,361
+1,656
| +19% | +$146K | 0.05% | 76 |
|
|
2022
Q1 | $785K | Sell |
8,705
-2,740
| -24% | -$247K | 0.04% | 78 |
|
|
2021
Q4 | $886K | Buy |
+11,445
| New | +$886K | 0.04% | 75 |
|
|
2021
Q2 | – | Sell |
-3,417
| Closed | -$236K | – | 85 |
|
|
2021
Q1 | $236K | Sell |
3,417
-5,543
| -62% | -$383K | 0.01% | 73 |
|
|
2020
Q4 | $608K | Buy |
8,960
+2,526
| +39% | +$171K | 0.04% | 65 |
|
|
2020
Q3 | $408K | Buy |
6,434
+2,518
| +64% | +$160K | 0.04% | 65 |
|
|
2020
Q2 | $237K | Buy |
+3,916
| New | +$237K | 0.03% | 62 |
|