TFO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.01K | Hold |
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|
2023
Q2 | $2.01K | Hold |
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|
2023
Q1 | $1.96K | Sell |
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|
2022
Q4 | $7.88K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $34K | Buy |
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