Principle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $368K | Hold |
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|
2018
Q4 | $328K | Buy |
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