Partners Capital Investment Group’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
$2.78M Buy
2025
Q2
$2.73M Buy
2025
Q1
$2.72M Buy
2024
Q4
Sell
2024
Q3
$3.04M Buy
2024
Q2
$2.78M Buy
2024
Q1
Sell
2023
Q4
$2.56M Buy
2023
Q3
$2.35M Hold
2023
Q2
$2.42M Buy
2021
Q3
Sell
2021
Q2
$3.61M Sell
2021
Q1
$3.84M Hold
2020
Q4
$3.76M Buy
2020
Q3
$3.52M Sell
2020
Q2
$23.5M Buy
2020
Q1
$12.3M Buy
2017
Q3
Sell
2017
Q2
$3.48M Buy