&Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
124,623
+20,154
| +19% | +$1.89M | 0.09% | 215 |
|
|
2025
Q1 | $9.69M | Buy |
104,469
+11,129
| +12% | +$1.03M | 0.1% | 193 |
|
|
2024
Q4 | $8.31M | Buy |
93,340
+52,392
| +128% | +$4.67M | 0.1% | 199 |
|
|
2024
Q3 | $3.74M | Buy |
40,948
+10,508
| +35% | +$959K | 0.07% | 249 |
|
|
2024
Q2 | $2.56M | Buy |
30,440
+24,303
| +396% | +$2.04M | 0.11% | 182 |
|
|
2024
Q1 | $513K | Sell |
6,137
-1,037
| -14% | -$86.7K | 0.07% | 264 |
|
|
2023
Q4 | $560K | Buy |
+7,174
| New | +$560K | 0.14% | 143 |
|