Caprock Group’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
Q1 | $2.11M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $754K | Sell |
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|
2022
Q2 | $820K | Sell |
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|
2022
Q1 | $907K | Sell |
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|
2021
Q4 | $969K | Sell |
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|
2021
Q3 | $933K | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.59M | Sell |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $749K | Buy |
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|
2019
Q3 | $230K | Buy |
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