Capstone Investment Advisors’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 | $6.65M | Sell |
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|
2025
Q1 | $33.1M | Buy |
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|
2024
Q4 | $15.1M | Sell |
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|
2024
Q3 | $27.4M | Sell |
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|
2024
Q2 | $45.9M | Sell |
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|
2024
Q1 | $71.9M | Buy |
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|
2023
Q4 | $48.5M | Hold |
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|
2023
Q3 | $45M | Sell |
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|
2023
Q2 | $93.4M | Buy |
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|
2023
Q1 | $3.52M | Sell |
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|
2022
Q4 | $46.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $94.6M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $12.4M | Sell |
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|
2021
Q1 | $67.6M | Buy |
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|
2020
Q4 | $33.5M | Buy |
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