Sweeney & Michel’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 | $1.66M | Sell |
17,933
-149
| -0.8% | -$13.8K | 0.59% | 32 |
|
|
2025
Q1 | $1.54M | Buy |
+18,082
| New | +$1.54M | 0.68% | 28 |
|
|
2024
Q3 | $1.6M | Buy |
17,265
+745
| +5% | +$69.2K | 0.63% | 30 |
|
|
2024
Q2 | $1.39M | Sell |
16,520
-179
| -1% | -$15K | 0.59% | 30 |
|
|
2024
Q1 | $1.39M | Buy |
+16,699
| New | +$1.39M | 0.61% | 28 |
|
|
2023
Q3 | $1.39M | Buy |
18,812
+2,593
| +16% | +$192K | 0.73% | 26 |
|
|
2023
Q2 | $1.21M | Buy |
16,219
+443
| +3% | +$33.1K | 0.62% | 27 |
|
|
2023
Q1 | $1.14M | Buy |
+15,776
| New | +$1.14M | 0.61% | 29 |
|