Cahill Financial Advisors’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 | $242K | Buy |
|
|||||
|
2025
Q1 | $240K | Sell |
|
|||||
|
2024
Q4 | $332K | Sell |
|
|||||
|
2024
Q3 | $343K | Buy |
|
|||||
|
2024
Q2 | $285K | Sell |
|
|||||
|
2024
Q1 | $325K | Sell |
|
|||||
|
2023
Q4 | $353K | Sell |
|
|||||
|
2023
Q3 | $354K | Sell |
|
|||||
|
2023
Q2 | $839K | Sell |
|
|||||
|
2023
Q1 | $828K | Sell |
|
|||||
|
2022
Q4 | $825K | Sell |
|
|||||
|
2022
Q3 | $765K | Buy |
|
|||||
|
2022
Q2 | $792K | Sell |
|
|||||
|
2022
Q1 | $904K | Sell |
|
|||||
|
2021
Q4 | $1.05M | Buy |
|
|||||
|
2021
Q3 | $608K | Sell |
|
|||||
|
2021
Q2 | $1.5M | Sell |
|
|||||
|
2021
Q1 | $4.47M | Sell |
|
|||||
|
2020
Q4 | $4.81M | Buy |
|
|||||
|
2020
Q3 | $4.58M | Sell |
|
|||||
|
2020
Q2 | $4.4M | Buy |
|
|||||
|
2020
Q1 | $2.82M | Buy |
|
|||||
|
2019
Q4 | $3.4M | Buy |
|
|||||
|
2019
Q3 | $2.92M | Buy |
|
|||||
|
2019
Q2 | $1.44M | Buy |
|