PWA
Physician Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
13,193
-1,301
| -9% | -$122K | 0.19% | 60 |
|
|
2025
Q1 | $1.36M | Sell |
14,494
-257
| -2% | -$24.1K | 0.23% | 57 |
|
|
2024
Q4 | $1.31M | Sell |
14,751
-58
| -0.4% | -$5.15K | 0.22% | 59 |
|
|
2024
Q3 | $1.37M | Sell |
14,809
-132
| -0.9% | -$12.2K | 0.25% | 52 |
|
|
2024
Q2 | $1.29M | Sell |
14,941
-64
| -0.4% | -$5.54K | 0.24% | 59 |
|
|
2024
Q1 | $1.2M | Sell |
15,005
-29,013
| -66% | -$2.32M | 0.25% | 58 |
|
|
2023
Q4 | $3.5M | Sell |
44,018
-15,065
| -25% | -$1.2M | 0.78% | 29 |
|
|
2023
Q3 | $4.3M | Sell |
59,083
-14,015
| -19% | -$1.02M | 1.11% | 23 |
|
|
2023
Q2 | $5.43M | Buy |
73,098
+622
| +0.9% | +$46.2K | 1.35% | 19 |
|
|
2023
Q1 | $5.34M | Buy |
72,476
+4,913
| +7% | +$362K | 1.4% | 19 |
|
|
2022
Q4 | $4.91M | Buy |
67,563
+15,736
| +30% | +$1.14M | 1.33% | 19 |
|
|
2022
Q3 | $3.57M | Buy |
51,827
+430
| +0.8% | +$29.6K | 1.1% | 23 |
|
|
2022
Q2 | $3.78M | Buy |
51,397
+7,977
| +18% | +$587K | 1.1% | 21 |
|
|
2022
Q1 | $3.26M | Sell |
43,420
-5,983
| -12% | -$449K | 0.87% | 25 |
|
|
2021
Q4 | $3.88M | Buy |
49,403
+28,788
| +140% | +$2.26M | 1.02% | 22 |
|
|
2021
Q3 | $1.56M | Sell |
20,615
-4,125
| -17% | -$312K | 0.43% | 40 |
|
|
2021
Q2 | $1.87M | Sell |
24,740
-10,719
| -30% | -$809K | 0.53% | 38 |
|
|
2021
Q1 | $2.5M | Buy |
35,459
+1,407
| +4% | +$99.2K | 0.81% | 28 |
|
|
2020
Q4 | $2.31M | Sell |
34,052
-49,046
| -59% | -$3.33M | 0.79% | 29 |
|
|
2020
Q3 | $5.2M | Buy |
83,098
+5,085
| +7% | +$318K | 2.09% | 12 |
|
|
2020
Q2 | $5.01M | Buy |
78,013
+4,030
| +5% | +$259K | 2.02% | 12 |
|
|
2020
Q1 | $4.32M | Sell |
73,983
-10,712
| -13% | -$625K | 2.16% | 10 |
|
|
2019
Q4 | $5.62M | Buy |
84,695
+6,114
| +8% | +$406K | 2.5% | 9 |
|
|
2019
Q3 | $5.05M | Buy |
+78,581
| New | +$5.05M | 2.47% | 8 |
|