Caldwell Sutter Capital’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
Q2 | $49.7K | Hold |
529
| – | – | 0.02% | 361 |
|
|
2025
Q1 | $49.5K | Hold |
529
| – | – | 0.02% | 352 |
|
|
2024
Q4 | $47K | Hold |
529
| – | – | 0.02% | 366 |
|
|
2024
Q3 | $48.3K | Hold |
529
| – | – | 0.02% | 365 |
|
|
2024
Q2 | $44.4K | Hold |
529
| – | – | 0.02% | 370 |
|
|
2024
Q1 | $44.2K | Sell |
529
-117
| -18% | -$9.78K | 0.02% | 364 |
|
|
2023
Q4 | $50.4K | Hold |
646
| – | – | 0.03% | 332 |
|
|
2023
Q3 | $46.8K | Buy |
646
+117
| +22% | +$8.47K | 0.03% | 327 |
|
|
2023
Q2 | $39.3K | Buy |
+529
| New | +$39.3K | 0.02% | 356 |
|