Pinnacle Family Advisors’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 | $765K | Sell |
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|
2025
Q1 | $961K | Sell |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $915K | Buy |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $598K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $554K | Sell |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $478K | Buy |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $616K | Buy |
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|
2019
Q4 | $447K | Buy |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $349K | Sell |
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|
2018
Q3 | $399K | Buy |
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|
2018
Q2 | $373K | Hold |
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|
2018
Q1 | $363K | Sell |
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|
2017
Q4 | $431K | Sell |
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|
2017
Q3 | $427K | Buy |
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|
2017
Q2 | $414K | Hold |
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|
2017
Q1 | $403K | Sell |
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|
2016
Q4 | $386K | Buy |
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