Valley Forge Investment Consultants’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 | $685K | Sell |
7,300
-210
| -3% | -$19.7K | 0.22% | 43 |
|
|
2025
Q1 | $703K | Buy |
7,510
+26
| +0.3% | +$2.44K | 0.25% | 35 |
|
|
2024
Q4 | $664K | Buy |
7,484
+35
| +0.5% | +$3.11K | 0.23% | 39 |
|
|
2024
Q3 | $680K | Sell |
7,449
-206
| -3% | -$18.8K | 0.24% | 37 |
|
|
2024
Q2 | $643K | Buy |
7,655
+27
| +0.4% | +$2.27K | 0.24% | 33 |
|
|
2024
Q1 | $638K | Sell |
7,628
-162
| -2% | -$13.5K | 0.25% | 34 |
|
|
2023
Q4 | $608K | Buy |
7,790
+84
| +1% | +$6.55K | 0.27% | 36 |
|
|
2023
Q3 | $558K | Buy |
7,706
+42
| +0.5% | +$3.04K | 0.25% | 40 |
|
|
2023
Q2 | $570K | Sell |
7,664
-100
| -1% | -$7.43K | 0.28% | 35 |
|
|
2023
Q1 | $565K | Sell |
7,764
-7
| -0.1% | -$509 | 0.29% | 34 |
|
|
2022
Q4 | $560K | Buy |
7,771
+37
| +0.5% | +$2.67K | 0.3% | 32 |
|
|
2022
Q3 | $511K | Buy |
7,734
+38
| +0.5% | +$2.51K | 0.28% | 40 |
|
|
2022
Q2 | $540K | Buy |
7,696
+66
| +0.9% | +$4.63K | 0.27% | 39 |
|
|
2022
Q1 | $592K | Buy |
7,630
+26
| +0.3% | +$2.02K | 0.24% | 43 |
|
|
2021
Q4 | $615K | Sell |
7,604
-1,910
| -20% | -$154K | 0.27% | 41 |
|
|
2021
Q3 | $699K | Buy |
+9,514
| New | +$699K | 0.38% | 36 |
|