Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $42.4M | Sell |
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|
2021
Q4 | $45.4M | Sell |
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|
2021
Q3 | $45.5M | Sell |
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|
2021
Q2 | $48.9M | Sell |
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|
2021
Q1 | $49.3M | Sell |
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|
2020
Q4 | $56.1M | Sell |
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|
2020
Q3 | $53.1M | Sell |
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|
2020
Q2 | $50.5M | Buy |
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|
2020
Q1 | $44.3M | Buy |
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|
2019
Q4 | $53M | Buy |
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|
2019
Q3 | $46.9M | Sell |
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|
2019
Q2 | $57.8M | Buy |
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|
2019
Q1 | $51.9M | Buy |
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