CWP
Cyndeo Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
35,111
-2,227
| -6% | -$209K | 0.2% | 127 |
|
|
2025
Q1 | $3.5M | Buy |
37,338
+1,803
| +5% | +$169K | 0.23% | 118 |
|
|
2024
Q4 | $3.16M | Sell |
35,535
-5,482
| -13% | -$487K | 0.21% | 122 |
|
|
2024
Q3 | $3.75M | Sell |
41,017
-10,586
| -21% | -$967K | 0.26% | 106 |
|
|
2024
Q2 | $4.33M | Sell |
51,603
-16,163
| -24% | -$1.36M | 0.34% | 86 |
|
|
2024
Q1 | $5.66M | Sell |
67,766
-3,712
| -5% | -$310K | 0.47% | 65 |
|
|
2023
Q4 | $5.58M | Buy |
+71,478
| New | +$5.58M | 0.52% | 54 |
|