Focus Partners Wealth
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Focus Partners Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Focus Partners Wealth’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$107M Buy
2025
Q1 		$105M Sell
2024
Q4 		$99.4M Buy
2024
Q3 		$28.3M Sell
2024
Q2 		$92.8M Buy
2024
Q1 		$78.2M Buy
2023
Q4 		$12.3M Buy