TSA Wealth Management’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 | $343K | Sell |
3,659
-177
| -5% | -$16.6K | 0.13% | 62 |
|
|
2025
Q1 | $359K | Buy |
3,836
+153
| +4% | +$14.3K | 0.14% | 59 |
|
|
2024
Q4 | $327K | Sell |
3,683
-90
| -2% | -$7.99K | 0.13% | 51 |
|
|
2024
Q3 | $344K | Sell |
3,773
-851
| -18% | -$77.7K | 0.14% | 49 |
|
|
2024
Q2 | $388K | Buy |
+4,624
| New | +$388K | 0.17% | 47 |
|
|
2024
Q1 | – | Sell |
-25,100
| Closed | -$1.96M | – | 66 |
|
|
2023
Q4 | $1.96M | Buy |
+25,100
| New | +$1.96M | 0.91% | 22 |
|