Strategic 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 | $108K | Buy |
+1,146
| New | +$108K | 0.01% | 379 |
|
|
2022
Q4 | – | Sell |
-9,185
| Closed | -$607K | – | 290 |
|
|
2022
Q3 | $607K | Buy |
+9,185
| New | +$607K | 0.13% | 158 |
|
|
2020
Q2 | – | Sell |
-6,595
| Closed | -$433K | – | 168 |
|
|
2020
Q1 | $433K | Hold |
6,595
| – | – | 0.23% | 98 |
|
|
2019
Q4 | $433K | Buy |
6,595
+20
| +0.3% | +$1.31K | 0.23% | 98 |
|
|
2019
Q3 | $417 | Sell |
6,575
-875
| -12% | -$55 | ﹤0.01% | 228 |
|
|
2019
Q2 | $459K | Buy |
7,450
+503
| +7% | +$31K | 0.22% | 95 |
|
|
2019
Q1 | $410K | Buy |
6,947
+827
| +14% | +$48.8K | 0.19% | 107 |
|
|
2018
Q4 | $335K | Buy |
6,120
+4,638
| +313% | +$254K | 0.17% | 107 |
|
|
2018
Q3 | $85K | Sell |
1,482
-29
| -2% | -$1.66K | 0.05% | 188 |
|
|
2018
Q2 | $80K | Sell |
1,511
-128
| -8% | -$6.78K | 0.05% | 213 |
|
|
2018
Q1 | $85K | Buy |
1,639
+252
| +18% | +$13.1K | 0.04% | 209 |
|
|
2017
Q4 | $72K | Buy |
+1,387
| New | +$72K | 0.04% | 199 |
|