SJGA
Stephen J. Garry & Associates’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 | $993K | Sell |
10,580
-260
| -2% | -$24.4K | 0.86% | 19 |
|
|
2025
Q1 | $1.02M | Hold |
10,840
| – | – | 0.95% | 19 |
|
|
2024
Q4 | $962K | Sell |
10,840
-2,120
| -16% | -$188K | 0.89% | 20 |
|
|
2024
Q3 | $1.18M | Sell |
12,960
-650
| -5% | -$59.4K | 1.12% | 18 |
|
|
2024
Q2 | $1.14M | Sell |
13,610
-293
| -2% | -$24.6K | 1.16% | 17 |
|
|
2024
Q1 | $1.16M | Sell |
13,903
-450
| -3% | -$37.6K | 1.2% | 16 |
|
|
2023
Q4 | $1.12M | Buy |
+14,353
| New | +$1.12M | 1.24% | 17 |
|