Ridgecrest Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Hold |
6,187
| – | – | 0.31% | 59 |
|
|
2025
Q1 | $579K | Hold |
6,187
| – | – | 0.3% | 56 |
|
|
2024
Q4 | $549K | Sell |
6,187
-8
| -0.1% | -$710 | 0.3% | 56 |
|
|
2024
Q3 | $566K | Hold |
6,195
| – | – | 0.29% | 59 |
|
|
2024
Q2 | $520K | Buy |
6,195
+13
| +0.2% | +$1.09K | 0.31% | 57 |
|
|
2024
Q1 | $517K | Sell |
6,182
-300
| -5% | -$25.1K | 0.31% | 56 |
|
|
2023
Q4 | $506K | Hold |
6,482
| – | – | 0.33% | 55 |
|
|
2023
Q3 | $469K | Hold |
6,482
| – | – | 0.33% | 55 |
|
|
2023
Q2 | $482K | Sell |
6,482
-169
| -3% | -$12.6K | 0.32% | 56 |
|
|
2023
Q1 | $484K | Hold |
6,651
| – | – | 0.34% | 52 |
|
|
2022
Q4 | $480K | Hold |
6,651
| – | – | 0.36% | 51 |
|
|
2022
Q3 | $440K | Hold |
6,651
| – | – | 0.36% | 50 |
|
|
2022
Q2 | $467K | Hold |
6,651
| – | – | 0.34% | 55 |
|
|
2022
Q1 | $516K | Hold |
6,651
| – | – | 0.33% | 59 |
|
|
2021
Q4 | $538K | Buy |
6,651
+865
| +15% | +$70K | 0.26% | 72 |
|
|
2021
Q3 | $425K | Buy |
5,786
+20
| +0.3% | +$1.47K | 0.23% | 76 |
|
|
2021
Q2 | $424K | Buy |
+5,766
| New | +$424K | 0.26% | 69 |
|