Spectrum Wealth Counsel’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
Q1 | $236K | Buy |
2,522
+1,040
| +70% | +$97.4K | 0.03% | 113 |
|
|
2024
Q4 | $132K | Sell |
1,482
-218
| -13% | -$19.4K | 0.02% | 134 |
|
|
2024
Q3 | $155K | Sell |
1,700
-373
| -18% | -$34.1K | 0.02% | 123 |
|
|
2024
Q2 | $174K | Sell |
2,073
-31,558
| -94% | -$2.65M | 0.02% | 125 |
|
|
2024
Q1 | $2.81M | Buy |
33,631
+363
| +1% | +$30.3K | 0.34% | 63 |
|
|
2023
Q4 | $2.6M | Buy |
+33,268
| New | +$2.6M | 0.36% | 64 |
|