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