PFG Private Wealth Management’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
Q2 | $576K | Hold |
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|
2025
Q1 | $575K | Hold |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $512K | Hold |
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|
2023
Q4 | $478K | Hold |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $475K | Hold |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $15M | Sell |
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|
2020
Q4 | $15.2M | Buy |
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|
2020
Q3 | $13.6M | Sell |
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|
2020
Q2 | $13M | Buy |
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|
2020
Q1 | $11.5M | Buy |
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|
2019
Q4 | $401K | Buy |
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