Proficio Capital 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 | $263K | Hold |
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2025
Q1 | $262K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $218K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $250K | Hold |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $757K | Hold |
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|
2019
Q1 | $721K | Hold |
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|
2018
Q4 | $643K | Sell |
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|
2018
Q3 | $709K | Buy |
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|
2018
Q2 | $425K | Hold |
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|
2018
Q1 | $415K | Hold |
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|
2017
Q4 | $422K | Hold |
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|
2017
Q3 | $403K | Hold |
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|
2017
Q2 | $399K | Hold |
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|
2017
Q1 | $390K | Hold |
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|
2016
Q4 | $362K | Sell |
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|
2016
Q3 | $395K | Hold |
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|
2016
Q2 | $407K | Hold |
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|
2016
Q1 | $382K | Buy |
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