Solidarity Wealth’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 | $216K | Hold |
2,297
| – | – | 0.05% | 79 |
|
|
2025
Q1 | $215K | Sell |
2,297
-938
| -29% | -$87.9K | 0.05% | 84 |
|
|
2024
Q4 | $287K | Hold |
3,235
| – | – | 0.07% | 74 |
|
|
2024
Q3 | $295K | Hold |
3,235
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $272K | Hold |
3,235
| – | – | 0.08% | 69 |
|
|
2024
Q1 | $270K | Hold |
3,235
| – | – | 0.08% | 69 |
|
|
2023
Q4 | $252K | Sell |
3,235
-407
| -11% | -$31.8K | 0.09% | 74 |
|
|
2023
Q3 | $265K | Buy |
3,642
+190
| +6% | +$13.8K | 0.1% | 77 |
|
|
2023
Q2 | $257K | Hold |
3,452
| – | – | 0.11% | 78 |
|
|
2023
Q1 | $251K | Buy |
+3,452
| New | +$251K | 0.11% | 82 |
|
|
2022
Q3 | $528K | Sell |
7,966
-3,186
| -29% | -$211K | 0.31% | 63 |
|
|
2022
Q2 | $823K | Sell |
11,152
-1,297
| -10% | -$95.7K | 0.44% | 49 |
|
|
2022
Q1 | $973K | Buy |
+12,449
| New | +$973K | 0.54% | 38 |
|