Vista Capital Partners’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 | $692K | Hold |
7,377
| – | – | 0.08% | 52 |
|
|
2025
Q1 | $691K | Hold |
7,377
| – | – | 0.08% | 45 |
|
|
2024
Q4 | $655K | Hold |
7,377
| – | – | 0.08% | 46 |
|
|
2024
Q3 | $674K | Hold |
7,377
| – | – | 0.08% | 47 |
|
|
2024
Q2 | $619K | Hold |
7,377
| – | – | 0.08% | 43 |
|
|
2024
Q1 | $617K | Hold |
7,377
| – | – | 0.08% | 39 |
|
|
2023
Q4 | $576K | Hold |
7,377
| – | – | 0.08% | 43 |
|
|
2023
Q3 | $534K | Hold |
7,377
| – | – | 0.08% | 39 |
|
|
2023
Q2 | $548K | Buy |
7,377
+22
| +0.3% | +$1.64K | 0.08% | 45 |
|
|
2023
Q1 | $535K | Buy |
+7,355
| New | +$535K | 0.08% | 42 |
|