Strategic Family Wealth Counselors’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 | $2.3M | Sell |
24,545
-88
| -0.4% | -$8.26K | 0.66% | 41 |
|
|
2025
Q1 | $2.31M | Buy |
24,633
+634
| +3% | +$59.4K | 0.75% | 38 |
|
|
2024
Q4 | $2.13M | Sell |
23,999
-194
| -0.8% | -$17.2K | 0.69% | 40 |
|
|
2024
Q3 | $2.21M | Sell |
24,193
-507
| -2% | -$46.3K | 0.77% | 36 |
|
|
2024
Q2 | $2.07M | Sell |
24,700
-911
| -4% | -$76.5K | 0.79% | 35 |
|
|
2024
Q1 | $2.14M | Hold |
25,611
| – | – | 0.85% | 34 |
|
|
2023
Q4 | $2M | Sell |
25,611
-897
| -3% | -$70K | 0.84% | 32 |
|
|
2023
Q3 | $1.92M | Hold |
26,508
| – | – | 0.92% | 31 |
|
|
2023
Q2 | $1.97M | Sell |
26,508
-25
| -0.1% | -$1.86K | 0.91% | 31 |
|
|
2023
Q1 | $1.93M | Sell |
26,533
-1,205
| -4% | -$87.7K | 0.91% | 31 |
|
|
2022
Q4 | $2M | Buy |
27,738
+2
| +0% | +$144 | 0.99% | 32 |
|
|
2022
Q3 | $1.83M | Sell |
27,736
-415
| -1% | -$27.4K | 0.9% | 28 |
|
|
2022
Q2 | $1.98M | Buy |
28,151
+3
| +0% | +$211 | 0.95% | 27 |
|
|
2022
Q1 | $2.18M | Sell |
28,148
-1,325
| -4% | -$103K | 0.88% | 29 |
|
|
2021
Q4 | $2.38M | Sell |
29,473
-517
| -2% | -$41.8K | 0.76% | 31 |
|
|
2021
Q3 | $2.2M | Sell |
29,990
-884
| -3% | -$65K | 0.75% | 29 |
|
|
2021
Q2 | $2.27M | Buy |
30,874
+401
| +1% | +$29.5K | 0.74% | 28 |
|
|
2021
Q1 | $2.11M | Buy |
30,473
+2,696
| +10% | +$186K | 0.79% | 28 |
|
|
2020
Q4 | $1.89M | Buy |
27,777
+8
| +0% | +$543 | 0.97% | 25 |
|
|
2020
Q3 | $1.77M | Buy |
27,769
+605
| +2% | +$38.6K | 0.99% | 24 |
|
|
2020
Q2 | $1.65M | Buy |
27,164
+1,666
| +7% | +$101K | 1.04% | 24 |
|
|
2020
Q1 | $1.38M | Buy |
25,498
+14,050
| +123% | +$759K | 1.03% | 21 |
|
|
2019
Q4 | $751K | Sell |
11,448
-300
| -3% | -$19.7K | 0.61% | 33 |
|
|
2019
Q3 | $753K | Hold |
11,748
| – | – | 0.57% | 32 |
|
|
2019
Q2 | $725K | Sell |
11,748
-57
| -0.5% | -$3.52K | 0.56% | 32 |
|
|
2019
Q1 | $694K | Buy |
11,805
+6,642
| +129% | +$390K | 0.56% | 31 |
|
|
2018
Q4 | $271K | Buy |
+5,163
| New | +$271K | 0.31% | 49 |
|