PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $516K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $584K | Hold |
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|
2020
Q2 | $556K | Hold |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $5.28M | Sell |
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|
2019
Q3 | $7.13M | Sell |
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|
2019
Q2 | $6.88M | Buy |
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|
2019
Q1 | $4.59M | Buy |
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|
2018
Q4 | $3.25M | Buy |
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