C2C 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
Q2 | $954K | Sell |
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|
2025
Q1 | $980K | Sell |
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|
2024
Q4 | $974K | Hold |
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|
2024
Q3 | $987K | Hold |
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|
2024
Q2 | $921K | Hold |
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|
2024
Q1 | $916K | Buy |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $782K | Hold |
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|
2023
Q2 | $814K | Hold |
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|
2023
Q1 | $804K | Hold |
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|
2022
Q4 | $785K | Sell |
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|
2022
Q3 | $759K | Sell |
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|
2022
Q2 | $797K | Sell |
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|
2022
Q1 | $885K | Sell |
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|
2021
Q4 | $948K | Buy |
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