SW
Simplicity Wealth’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 | $2.8M | Buy |
29,855
+11,790
| +65% | +$1.11M | 0.12% | 172 |
|
|
2025
Q1 | $1.69M | Buy |
18,065
+9,686
| +116% | +$907K | 0.13% | 173 |
|
|
2024
Q4 | $744K | Sell |
8,379
-8,706
| -51% | -$773K | 0.16% | 115 |
|
|
2024
Q3 | $1.56M | Buy |
17,085
+1,130
| +7% | +$103K | 0.14% | 133 |
|
|
2024
Q2 | $1.34M | Buy |
15,955
+272
| +2% | +$22.8K | 0.03% | 442 |
|
|
2024
Q1 | $1.31M | Buy |
15,683
+7,305
| +87% | +$611K | 0.03% | 453 |
|
|
2023
Q4 | $654K | Sell |
8,378
-2,764
| -25% | -$216K | 0.25% | 63 |
|
|
2023
Q3 | $806K | Buy |
11,142
+1,198
| +12% | +$86.7K | 0.47% | 33 |
|
|
2023
Q2 | $739K | Buy |
9,944
+1,011
| +11% | +$75.1K | 0.46% | 38 |
|
|
2023
Q1 | $650K | Buy |
8,933
+4,359
| +95% | +$317K | 0.43% | 37 |
|
|
2022
Q4 | $330K | Buy |
+4,574
| New | +$330K | 0.29% | 47 |
|