West Michigan Advisors’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 | $790K | Buy |
8,417
+292
| +4% | +$27.4K | 0.22% | 86 |
|
|
2025
Q1 | $761K | Sell |
8,125
-125
| -2% | -$11.7K | 0.25% | 71 |
|
|
2024
Q4 | $733K | Sell |
8,250
-146
| -2% | -$13K | 0.22% | 78 |
|
|
2024
Q3 | $767K | Sell |
8,396
-1,048
| -11% | -$95.7K | 0.23% | 79 |
|
|
2024
Q2 | $793K | Sell |
9,444
-288
| -3% | -$24.2K | 0.25% | 71 |
|
|
2024
Q1 | $813K | Buy |
9,732
+274
| +3% | +$22.9K | 0.26% | 67 |
|
|
2023
Q4 | $738K | Sell |
9,458
-244
| -3% | -$19K | 0.28% | 59 |
|
|
2023
Q3 | $702K | Buy |
9,702
+41
| +0.4% | +$2.97K | 0.38% | 58 |
|
|
2023
Q2 | $718K | Sell |
9,661
-688
| -7% | -$51.1K | 0.29% | 82 |
|
|
2023
Q1 | $753K | Sell |
10,349
-354
| -3% | -$25.8K | 0.43% | 53 |
|
|
2022
Q4 | $772K | Sell |
10,703
-787
| -7% | -$56.7K | 0.56% | 39 |
|
|
2022
Q3 | $760K | Sell |
11,490
-646
| -5% | -$42.7K | 0.66% | 39 |
|
|
2022
Q2 | $852K | Sell |
12,136
-439
| -3% | -$30.8K | 0.73% | 35 |
|
|
2022
Q1 | $975K | Buy |
12,575
+719
| +6% | +$55.7K | 0.66% | 34 |
|
|
2021
Q4 | $959K | Buy |
+11,856
| New | +$959K | 0.71% | 28 |
|