TW
TritonPoint Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
21,560
-203
| -0.9% | -$19.1K | 0.19% | 116 |
|
|
2025
Q1 | $2.04M | Sell |
21,763
-1,282
| -6% | -$120K | 0.19% | 113 |
|
|
2024
Q4 | $2.05M | Sell |
23,045
-269
| -1% | -$23.9K | 0.19% | 115 |
|
|
2024
Q3 | $2.12M | Sell |
23,314
-2,546
| -10% | -$232K | 0.19% | 109 |
|
|
2024
Q2 | $2.17M | Buy |
+25,860
| New | +$2.17M | 0.21% | 107 |
|