Fort Point Capital 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
Q2 | $1.95M | Sell |
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|
2025
Q1 | $1.96M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.55M | Buy |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $2.43M | Buy |
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|
2018
Q2 | $2.18M | Buy |
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|
2018
Q1 | $1.95M | Buy |
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