Canandaigua National Bank & Trust’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
$404K Hold
2025
Q2
$399K Sell
2025
Q1
$415K Hold
2024
Q4
$393K Buy
2024
Q3
$388K Buy
2018
Q2
Sell
2018
Q1
$255K Sell
2017
Q4
$271K Hold
2017
Q3
$259K Sell
2017
Q2
$304K Buy