Worth Financial Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $480K | Sell |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $267K | Buy |
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