Capital Advisory Group Advisory Services’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 | $413K | Buy |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $16K | Buy |
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|
2019
Q3 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $18K | Buy |
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