Calamos 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
Q3 | $9.03M | Buy |
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|
2025
Q2 | $8.87M | Buy |
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2025
Q1 | $8.85M | Buy |
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|
2024
Q4 | $8.27M | Buy |
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|
2024
Q3 | $8.48M | Hold |
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|
2024
Q2 | $7.79M | Hold |
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|
2024
Q1 | $7.76M | Hold |
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|
2023
Q4 | $7.24M | Hold |
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|
2023
Q3 | $6.72M | Sell |
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|
2023
Q2 | $6.91M | Buy |
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|
2023
Q1 | $6.74M | Buy |
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|
2022
Q4 | $6.49M | Hold |
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|
2022
Q3 | $5.95M | Hold |
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|
2022
Q2 | $6.32M | Buy |
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|
2022
Q1 | $6.95M | Buy |
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|
2021
Q4 | $3.64M | Hold |
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|
2021
Q3 | $3.31M | Hold |
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|
2021
Q2 | $3.31M | Hold |
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|
2021
Q1 | $3.11M | Buy |
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