West Wealth Group’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 | $1.2M | Buy |
12,862
+1,081
| +9% | +$101K | 0.3% | 34 |
|
|
2025
Q1 | $1.1M | Buy |
+11,781
| New | +$1.1M | 0.33% | 31 |
|
|
2024
Q2 | – | Sell |
-13,401
| Closed | -$1.12M | – | 83 |
|
|
2024
Q1 | $1.12M | Sell |
13,401
-31,694
| -70% | -$2.65M | 0.42% | 33 |
|
|
2023
Q4 | $3.52M | Sell |
45,095
-26,984
| -37% | -$2.11M | 1.39% | 15 |
|
|
2023
Q3 | $5.22M | Sell |
72,079
-13,914
| -16% | -$1.01M | 2.28% | 11 |
|
|
2023
Q2 | $6.39M | Buy |
85,993
+2,904
| +3% | +$216K | 2.7% | 11 |
|
|
2023
Q1 | $6.04M | Buy |
83,089
+23,709
| +40% | +$1.72M | 2.8% | 11 |
|
|
2022
Q4 | $4.28M | Sell |
59,380
-1,746
| -3% | -$126K | 2.13% | 11 |
|
|
2022
Q3 | $4.04M | Buy |
61,126
+17,320
| +40% | +$1.14M | 2.05% | 12 |
|
|
2022
Q2 | $3.08M | Buy |
43,806
+214
| +0.5% | +$15K | 1.43% | 15 |
|
|
2022
Q1 | $3.38M | Sell |
43,592
-11,239
| -20% | -$872K | 1.34% | 15 |
|
|
2021
Q4 | $4.44M | Buy |
+54,831
| New | +$4.44M | 1.67% | 17 |
|