EPP
ETF Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,040
| Closed | -$508K | – | 52 |
|
|
2022
Q4 | $508K | Sell |
7,040
-866
| -11% | -$62.4K | 0.21% | 34 |
|
|
2022
Q3 | $523K | Sell |
7,906
-124,950
| -94% | -$8.27M | 0.23% | 34 |
|
|
2022
Q2 | $9.33M | Buy |
132,856
+197
| +0.1% | +$13.8K | 4.02% | 8 |
|
|
2022
Q1 | $10.3M | Buy |
132,659
+7,325
| +6% | +$568K | 3.87% | 9 |
|
|
2021
Q4 | $10.1M | Buy |
125,334
+41
| +0% | +$3.32K | 3.86% | 9 |
|
|
2021
Q3 | $9.21M | Buy |
125,293
+2,050
| +2% | +$151K | 3.69% | 9 |
|
|
2021
Q2 | $9.07M | Buy |
123,243
+18,070
| +17% | +$1.33M | 3.67% | 10 |
|
|
2021
Q1 | $7.28M | Buy |
105,173
+2,105
| +2% | +$146K | 3.22% | 11 |
|
|
2020
Q4 | $7M | Buy |
103,068
+2,924
| +3% | +$198K | 3.22% | 11 |
|
|
2020
Q3 | $6.38M | Buy |
100,144
+4,625
| +5% | +$295K | 3.33% | 10 |
|
|
2020
Q2 | $5.79M | Buy |
95,519
+6,297
| +7% | +$382K | 3.16% | 11 |
|
|
2020
Q1 | $4.82M | Buy |
+89,222
| New | +$4.82M | 3.08% | 11 |
|