RWA 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 | $583K | Sell |
6,212
-119,745
| -95% | -$11.2M | 0.01% | 407 |
|
|
2025
Q1 | $11.8M | Buy |
+125,957
| New | +$11.8M | 0.15% | 87 |
|
|
2024
Q4 | – | Sell |
-142,362
| Closed | -$13M | – | 596 |
|
|
2024
Q3 | $13M | Buy |
+142,362
| New | +$13M | 0.16% | 84 |
|
|
2021
Q2 | – | Sell |
-7,123
| Closed | -$493K | – | 255 |
|
|
2021
Q1 | $493K | Buy |
+7,123
| New | +$493K | 0.04% | 162 |
|
|
2019
Q4 | – | Sell |
-4,615
| Closed | -$296K | – | 242 |
|
|
2019
Q3 | $296K | Buy |
+4,615
| New | +$296K | 0.03% | 197 |
|