QWP
Quotient Wealth Partners’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 | $95.7M | Buy |
1,019,605
+23,868
| +2% | +$2.24M | 2.82% | 12 |
|
|
2025
Q1 | $93.3M | Sell |
995,737
-17,782
| -2% | -$1.67M | 2.98% | 13 |
|
|
2024
Q4 | $90M | Buy |
1,013,519
+12,622
| +1% | +$1.12M | 2.94% | 11 |
|
|
2024
Q3 | $91.4M | Buy |
1,000,897
+15,821
| +2% | +$1.44M | 3% | 11 |
|
|
2024
Q2 | $82.7M | Buy |
985,076
+45,247
| +5% | +$3.8M | 2.9% | 11 |
|
|
2024
Q1 | $78.6M | Buy |
939,829
+170,567
| +22% | +$14.3M | 2.8% | 11 |
|
|
2023
Q4 | $60M | Buy |
+769,262
| New | +$60M | 2.33% | 13 |
|