180 Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

180 Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91M	Sell	19,828 -2,122	-10%	-$201K	0.19%	126
2026 Q1	$2.04M	Sell	21,950 -250	-1%	-$23.7K	0.23%	110
2025 Q4	$2.09M	Sell	22,200 -630	-3%	-$59.3K	0.24%	100
2025 Q3	$2.17M	Sell	22,830 -859	-4%	-$80.5K	0.26%	93
2025 Q2	$2.22M	Sell	23,689 -1,976	-8%	-$182K	0.31%	84
2025 Q1	$2.4M	Sell	25,665 -1,151	-4%	-$106K	0.38%	69
2024 Q4	$2.38M	Sell	26,816 -1,385	-5%	-$127K	0.37%	61
2024 Q3	$2.58M	Sell	28,201 -363	-1%	-$32K	0.41%	68
2024 Q2	$2.43M	Sell	28,564 -708	-2%	-$58.3K	0.4%	69
2024 Q1	$2.45M	Sell	29,272 -1,360	-4%	-$110K	0.44%	63
2023 Q4	$2.4M	Sell	30,632 -1,755	-5%	-$131K	0.48%	53
2023 Q3	$2.34M	Sell	32,387 -949	-3%	-$70.8K	0.53%	47
2023 Q2	$2.48M	Sell	33,336 -892	-3%	-$65.2K	0.54%	44
2023 Q1	$2.49M	Sell	34,228 -734	-2%	-$52.8K	0.58%	43
2022 Q4	$2.55M	Sell	34,962 -622	-2%	-$44.3K	0.6%	43
2022 Q3	$2.35M	Sell	35,584 -1,209	-3%	-$87.2K	0.65%	40
2022 Q2	$2.61M	Sell	36,793 -817	-2%	-$59.8K	0.67%	36
2022 Q1	$2.94M	Sell	37,610 -1,331	-3%	-$101K	0.64%	38
2021 Q4	$2.93M	Sell	38,941 -385	-1%	-$29.8K	0.66%	33
2021 Q3	$2.98M	Sell	39,326 -1,297	-3%	-$98.8K	0.66%	32
2021 Q2	$3.11M	Sell	40,623 -891	-2%	-$64.4K	0.71%	28
2021 Q1	$3.01M	Sell	41,514 -2,272	-5%	-$154K	0.75%	28
2020 Q4	$2.96M	Sell	43,786 -1,713	-4%	-$113K	0.85%	25
2020 Q3	$2.94M	Sell	45,499 -1,499	-3%	-$95.1K	1.1%	15
2020 Q2	$2.96M	Buy	46,998 +4,262	+10%	+$253K	1.17%	15
2020 Q1	$2.27M	Buy	42,736 +3,061	+8%	+$194K	1.18%	15
2019 Q4	$2.65M	Sell	39,675 -180	-0.5%	-$11.6K	1.06%	18
2019 Q3	$2.54M	Buy	39,855 +3,194	+9%	+$202K	1.12%	17
2019 Q2	$2.3M	Sell	36,661 -836	-2%	-$50.2K	1.03%	17
2019 Q1	$2.21M	Buy	37,497 +3,366	+10%	+$189K	1%	19
2018 Q4	$1.95M	Sell	34,131 -704	-2%	-$38.7K	0.91%	24
2018 Q3	$1.99M	Buy	34,835 +2,418	+7%	+$135K	0.92%	24
2018 Q2	$1.72M	Buy	32,417 +13,727	+73%	+$722K	0.85%	29
2018 Q1	$972K	Buy	18,690 +8,183	+78%	+$433K	0.5%	58
2017 Q4	$555K	Buy	+10,507	New	+$545K	0.28%	102