Twelve Points Wealth Management’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 | $717K | Hold |
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|
2025
Q2 | $708K | Hold |
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|
2025
Q1 | $706K | Hold |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $725K | Hold |
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|
2024
Q2 | $667K | Hold |
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|
2024
Q1 | $664K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $684K | Sell |
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|
2023
Q1 | $736K | Buy |
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|
2022
Q4 | $639K | Hold |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $854K | Buy |
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