Steel Grove Capital Advisors’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 | $231K | Buy |
2,463
+9
| +0.4% | +$845 | 0.03% | 162 |
|
|
2025
Q1 | $230K | Buy |
2,454
+9
| +0.4% | +$843 | 0.03% | 150 |
|
|
2024
Q4 | $217K | Buy |
2,445
+22
| +0.9% | +$1.95K | 0.03% | 168 |
|
|
2024
Q3 | $221K | Hold |
2,423
| – | – | 0.03% | 162 |
|
|
2024
Q2 | $203K | Buy |
2,423
+9
| +0.4% | +$756 | 0.03% | 169 |
|
|
2024
Q1 | $202K | Buy |
+2,414
| New | +$202K | 0.03% | 206 |
|