Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.66M | Sell |
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|
2025
Q2 | $2.72M | Sell |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.98M | Sell |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $2.96M | Sell |
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|
2023
Q3 | $2.83M | Sell |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $3.35M | Sell |
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|
2022
Q3 | $3.29M | Hold |
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|
2022
Q2 | $3.58M | Sell |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $4.73M | Sell |
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|
2021
Q3 | $4.59M | Sell |
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|
2021
Q2 | $4.92M | Sell |
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|
2021
Q1 | $4.85M | Sell |
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|
2020
Q4 | $4.71M | Buy |
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