Destiny 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 | $1.06M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $998K | Sell |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $969K | Sell |
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|
2024
Q1 | $995K | Buy |
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|
2023
Q4 | $783K | Sell |
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|
2023
Q3 | $869K | Sell |
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|
2023
Q2 | $921K | Sell |
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|
2023
Q1 | $923K | Buy |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $737K | Sell |
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|
2022
Q2 | $902K | Sell |
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|
2022
Q1 | $9.87M | Buy |
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|
2021
Q4 | $8.98M | Buy |
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|
2021
Q3 | $7.98M | Sell |
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|
2021
Q2 | $8.84M | Sell |
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|
2021
Q1 | $8.49M | Sell |
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|
2020
Q4 | $8.4M | Buy |
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