Stonebridge Financial Planning Group’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
Q2 | $530K | Sell |
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|
2025
Q1 | $586K | Buy |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $504K | Hold |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $542K | Sell |
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|
2021
Q3 | $592K | Sell |
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|
2021
Q2 | $576K | Sell |
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|
2021
Q1 | $576K | Sell |
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|
2020
Q4 | $574K | Sell |
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|
2020
Q3 | $618K | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $670K | Buy |
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|
2019
Q4 | $369K | Buy |
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