WealthShield 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 | $318K | Sell |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $157K | Sell |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $2.84M | Sell |
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|
2023
Q2 | $3.63M | Buy |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $3.95M | Sell |
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|
2021
Q1 | $3.69M | Sell |
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|
2020
Q4 | $7.7M | Buy |
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|
2020
Q3 | $1.8M | Sell |
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|
2020
Q2 | $3.25M | Sell |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $3.95M | Buy |
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|
2019
Q3 | $3.66M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $747K | Buy |
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|
2018
Q4 | $140K | Buy |
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|
2018
Q3 | $72K | Sell |
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|
2018
Q2 | $91K | Sell |
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|
2018
Q1 | $127K | Sell |
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|
2017
Q4 | $133K | Buy |
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