Ascent Wealth Partners’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 | $1.84M | Buy |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $409K | Sell |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $414K | Sell |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $315K | Buy |
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