Sunflower Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,969
| Closed | -$349K | – | 148 |
|
|
2022
Q2 | $349K | Hold |
4,969
| – | – | 0.07% | 107 |
|
|
2022
Q1 | $385K | Hold |
4,969
| – | – | 0.05% | 134 |
|
|
2021
Q4 | $402K | Hold |
4,969
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $365K | Hold |
4,969
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $366K | Hold |
4,969
| – | – | 0.06% | 150 |
|
|
2021
Q1 | $344K | Hold |
4,969
| – | – | 0.06% | 151 |
|
|
2020
Q4 | $337K | Hold |
4,969
| – | – | 0.06% | 146 |
|
|
2020
Q3 | $316K | Hold |
4,969
| – | – | 0.13% | 66 |
|
|
2020
Q2 | $301K | Buy |
+4,969
| New | +$301K | 0.12% | 73 |
|