Golden State Equity 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 | $1.55M | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $253K | Buy |
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