O'Brien Wealth 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 | $957K | Hold |
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2025
Q1 | $954K | Hold |
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|
2024
Q4 | $905K | Hold |
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|
2024
Q3 | $930K | Hold |
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|
2024
Q2 | $856K | Hold |
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|
2024
Q1 | $852K | Hold |
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|
2023
Q4 | $795K | Hold |
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|
2023
Q3 | $738K | Hold |
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|
2023
Q2 | $757K | Hold |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $794K | Hold |
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|
2022
Q3 | $728K | Hold |
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|
2022
Q2 | $773K | Hold |
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|
2022
Q1 | $785K | Hold |
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|
2021
Q4 | $836K | Hold |
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|
2021
Q3 | $812K | Sell |
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|
2021
Q2 | $982K | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $996K | Buy |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.2M | Hold |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $912K | Buy |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | $316K | Hold |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q4 | $313K | Buy |
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|
2017
Q3 | $296K | Buy |
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|
2017
Q2 | $286K | Hold |
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|
2017
Q1 | $279K | Sell |
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|
2016
Q4 | $6.16M | Sell |
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|
2016
Q3 | $6.36M | Buy |
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|
2016
Q2 | $4.75M | Buy |
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|
2016
Q1 | $1.91M | Sell |
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|
2015
Q4 | $2.02M | Buy |
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