Calton & Associates’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 | $3.8M | Buy |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $874K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $849K | Sell |
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|
2023
Q1 | $856K | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $744K | Sell |
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|
2022
Q2 | $808K | Sell |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $5M | Buy |
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|
2021
Q3 | $4.47M | Sell |
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|
2021
Q2 | $4.58M | Sell |
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|
2021
Q1 | $4.31M | Buy |
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|
2020
Q4 | $4.19M | Sell |
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|
2020
Q3 | $4.02M | Buy |
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|
2020
Q2 | $3.81M | Sell |
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|
2020
Q1 | $10.1M | Sell |
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|
2019
Q4 | $13.5M | Sell |
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|
2019
Q3 | $13.8M | Buy |
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|
2019
Q2 | $4.52M | Buy |
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|
2019
Q1 | $2.26M | Buy |
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|
2018
Q4 | $572K | Buy |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $326K | Sell |
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|
2017
Q4 | $502K | Buy |
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