Strategic 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 | $95.5K | Sell |
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|
2025
Q2 | $108K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $607K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $433K | Hold |
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|
2019
Q4 | $433K | Buy |
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|
2019
Q3 | $417 | Sell |
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|
2019
Q2 | $459K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $335K | Buy |
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|
2018
Q3 | $85K | Sell |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $85K | Buy |
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|
2017
Q4 | $72K | Buy |
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