Ridgecrest 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
Q3 | $589K | Hold |
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|
2025
Q2 | $581K | Hold |
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|
2025
Q1 | $579K | Hold |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $566K | Hold |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $480K | Hold |
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|
2022
Q3 | $440K | Hold |
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|
2022
Q2 | $467K | Hold |
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|
2022
Q1 | $516K | Hold |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $424K | Buy |
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