Capital Planning’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 | $11.1M | Buy |
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|
2025
Q2 | $10.9M | Sell |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $9.86M | Buy |
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|
2024
Q1 | $9.63M | Buy |
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|
2023
Q4 | $8.15M | Buy |
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|
2023
Q3 | $6.88M | Buy |
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|
2023
Q2 | $6.84M | Buy |
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|
2023
Q1 | $6.57M | Buy |
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|
2022
Q4 | $6.2M | Buy |
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|
2022
Q3 | $5.63M | Buy |
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|
2022
Q2 | $5.86M | Sell |
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|
2022
Q1 | $7.12M | Buy |
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|
2021
Q4 | $7.42M | Buy |
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|
2021
Q3 | $6.67M | Buy |
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|
2021
Q2 | $6.5M | Buy |
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|
2021
Q1 | $5.68M | Buy |
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|
2020
Q4 | $5.15M | Buy |
|