Capital Insight Partners’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 | $2.49M | Buy |
26,501
+19,276
| +267% | +$1.81M | 0.43% | 64 |
|
|
2025
Q1 | $677K | Buy |
7,225
+4,595
| +175% | +$430K | 0.12% | 119 |
|
|
2024
Q4 | $234K | Buy |
2,630
+221
| +9% | +$19.6K | 0.04% | 150 |
|
|
2024
Q3 | $220K | Buy |
+2,409
| New | +$220K | 0.04% | 153 |
|
|
2021
Q1 | – | Sell |
-3,333
| Closed | -$226K | – | 147 |
|
|
2020
Q4 | $226K | Buy |
+3,333
| New | +$226K | 0.06% | 138 |
|