Caldwell Sutter Capital’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
Q4 | $49.8K | Hold |
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|
2025
Q3 | $50.3K | Hold |
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2025
Q2 | $49.7K | Hold |
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|
2025
Q1 | $49.5K | Hold |
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|
2024
Q4 | $47K | Hold |
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|
2024
Q3 | $48.3K | Hold |
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|
2024
Q2 | $44.4K | Hold |
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|
2024
Q1 | $44.2K | Sell |
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|
2023
Q4 | $50.4K | Hold |
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|
2023
Q3 | $46.8K | Buy |
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|
2023
Q2 | $39.3K | Buy |
|