Intellectus 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 | $1.64M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $989K | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $3.91M | Sell |
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|
2020
Q1 | $3.73M | Sell |
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|
2019
Q4 | $4.68M | Buy |
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|
2019
Q3 | $3.78M | Buy |
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|
2019
Q2 | $1.79M | Hold |
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|
2019
Q1 | $1.71M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.63M | Hold |
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|
2018
Q2 | $1.52M | Hold |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $1.58M | Buy |
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|
2017
Q3 | $294K | Buy |
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|
2017
Q2 | $243K | Buy |
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