Capital Investment 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
Q2 | $2.92M | Buy |
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2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $2.16M | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $4.24M | Sell |
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|
2022
Q1 | $6.46M | Hold |
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|
2021
Q4 | $6.74M | Buy |
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|
2021
Q3 | $4.25M | Buy |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.78M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $546K | Buy |
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|
2019
Q4 | $448K | Buy |
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|
2019
Q3 | $313K | Buy |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | $106K | Buy |
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|
2018
Q4 | $79K | Buy |
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