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 | 
         |