Sandbox Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $266K | Buy |
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|
2025
Q4 | $269K | Sell |
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|
2025
Q3 | $272K | Buy |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $270K | Buy |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $231K | Buy |
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