Wealthcare Advisory 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
Q2 | $1.58M | Sell |
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|
2025
Q1 | $2.12M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $933K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $2.46M | Sell |
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|
2020
Q3 | $2.39M | Sell |
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|
2020
Q2 | $2.28M | Sell |
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|
2020
Q1 | $2.04M | Sell |
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|
2019
Q4 | $2.69M | Buy |
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|
2019
Q3 | $2.62M | Buy |
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|
2019
Q2 | $2.2M | Sell |
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|
2019
Q1 | $2.28M | Buy |
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|
2018
Q4 | $1.92M | Sell |
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|
2018
Q3 | $2.39M | Sell |
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|
2018
Q2 | $2.7M | Buy |
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|
2018
Q1 | $1.88M | Buy |
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|
2017
Q4 | $321K | Buy |
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|
2017
Q3 | $235K | Buy |
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|
2017
Q2 | $226K | Buy |
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