BSW Wealth Partners’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 | $256K | Sell |
2,725
-342
| -11% | -$32.1K | 0.04% | 269 |
|
|
2025
Q1 | $287K | Sell |
3,067
-225
| -7% | -$21.1K | 0.04% | 237 |
|
|
2024
Q4 | $292K | Sell |
3,292
-660
| -17% | -$58.6K | 0.04% | 235 |
|
|
2024
Q3 | $361K | Buy |
3,952
+225
| +6% | +$20.5K | 0.05% | 196 |
|
|
2024
Q2 | $313K | Hold |
3,727
| – | – | 0.05% | 202 |
|
|
2024
Q1 | $312K | Buy |
+3,727
| New | +$312K | 0.05% | 218 |
|