Cardiff Park Advisors’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 | $1.4M | Buy |
14,887
+2
| +0% | +$188 | 0.12% | 91 |
|
|
2025
Q1 | $1.39M | Buy |
14,885
+3
| +0% | +$281 | 0.13% | 80 |
|
|
2024
Q4 | $1.32M | Buy |
14,882
+3
| +0% | +$266 | 0.13% | 83 |
|
|
2024
Q3 | $1.36M | Buy |
14,879
+3
| +0% | +$274 | 0.12% | 79 |
|
|
2024
Q2 | $1.25M | Buy |
14,876
+2
| +0% | +$168 | 0.12% | 85 |
|
|
2024
Q1 | $1.24M | Buy |
14,874
+3
| +0% | +$251 | 0.12% | 84 |
|
|
2023
Q4 | $1.16M | Buy |
14,871
+7
| +0% | +$546 | 0.13% | 81 |
|
|
2023
Q3 | $1.08M | Sell |
14,864
-3,434
| -19% | -$249K | 0.14% | 78 |
|
|
2023
Q2 | $1.36M | Buy |
18,298
+16
| +0.1% | +$1.19K | 0.17% | 69 |
|
|
2023
Q1 | $1.33M | Buy |
18,282
+18
| +0.1% | +$1.31K | 0.17% | 68 |
|
|
2022
Q4 | $1.32M | Buy |
18,264
+3,854
| +27% | +$278K | 0.18% | 69 |
|
|
2022
Q3 | $952K | Buy |
14,410
+3,322
| +30% | +$219K | 0.15% | 86 |
|
|
2022
Q2 | $778K | Buy |
11,088
+13
| +0.1% | +$912 | 0.12% | 99 |
|
|
2022
Q1 | $859K | Buy |
11,075
+154
| +1% | +$11.9K | 0.12% | 86 |
|
|
2021
Q4 | $884K | Buy |
+10,921
| New | +$884K | 0.12% | 86 |
|