Focus Partners Wealth’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 | $107M | Buy |
1,138,345
+21,647
| +2% | +$2.03M | 0.23% | 91 |
|
|
2025
Q1 | $105M | Sell |
1,116,698
-2,389
| -0.2% | -$224K | 0.26% | 80 |
|
|
2024
Q4 | $99.4M | Buy |
1,119,087
+809,082
| +261% | +$71.8M | 0.26% | 80 |
|
|
2024
Q3 | $28.3M | Sell |
310,005
-794,860
| -72% | -$72.6M | 0.09% | 221 |
|
|
2024
Q2 | $92.8M | Buy |
1,104,865
+169,200
| +18% | +$14.2M | 0.31% | 76 |
|
|
2024
Q1 | $78.2M | Buy |
935,665
+777,766
| +493% | +$65M | 0.63% | 30 |
|
|
2023
Q4 | $12.3M | Buy |
+157,899
| New | +$12.3M | 0.16% | 134 |
|