ShoreHaven 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 | $1.22M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $934K | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $2.96M | Sell |
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|
2023
Q2 | $3.6M | Buy |
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|
2023
Q1 | $2.69M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $872K | Buy |
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