Waypoint Wealth Counsel’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 | $668K | Buy |
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|
2025
Q2 | $657K | Buy |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $737K | Sell |
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|
2024
Q2 | $825K | Buy |
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|
2024
Q1 | $819K | Sell |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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