Caitlin John’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-189
| Closed | -$16.8K | – | 752 |
|
|
2024
Q4 | $16.8K | Hold |
189
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $17.6K | Hold |
189
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $15.9K | Hold |
189
| – | – | 0.01% | 376 |
|
|
2024
Q1 | $15.8K | Hold |
189
| – | – | 0.01% | 382 |
|
|
2023
Q4 | $14.7K | Buy |
+189
| New | +$14.7K | 0.01% | 375 |
|