WealthPlan Investment 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 | $478K | Buy |
+5,090
| New | +$478K | 0.03% | 239 |
|
|
2023
Q3 | – | Sell |
-928
| Closed | -$69K | – | 352 |
|
|
2023
Q2 | $69K | Hold |
928
| – | – | 0.02% | 178 |
|
|
2023
Q1 | $67.5K | Sell |
928
-12,009
| -93% | -$874K | 0.01% | 224 |
|
|
2022
Q4 | $948K | Buy |
12,937
+1,095
| +9% | +$80.3K | 0.07% | 179 |
|
|
2022
Q3 | $875K | Buy |
+11,842
| New | +$875K | 0.06% | 176 |
|
|
2022
Q1 | $678K | Buy |
+9,237
| New | +$678K | 0.05% | 213 |
|