Cardinal Strategic Wealth Guidance’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 | $3.44M | Sell |
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|
2025
Q2 | $3.8M | Sell |
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|
2025
Q1 | $3.79M | Sell |
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|
2024
Q4 | $3.84M | Sell |
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|
2024
Q3 | $4.6M | Sell |
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|
2024
Q2 | $5.02M | Sell |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $5.57M | Sell |
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|
2023
Q3 | $7.54M | Sell |
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|
2023
Q2 | $8.7M | Buy |
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|
2023
Q1 | $7.27M | Buy |
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|
2022
Q4 | $6.66M | Sell |
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|
2022
Q3 | $7.83M | Buy |
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|
2022
Q2 | $5.6M | Sell |
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|
2022
Q1 | $6.66M | Sell |
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|
2021
Q4 | $8.31M | Buy |
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|
2021
Q3 | $6.14M | Sell |
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|
2021
Q2 | $8M | Sell |
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|
2021
Q1 | $7.87M | Sell |
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|
2020
Q4 | $15.1M | Sell |
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|
2020
Q3 | $14.3M | Sell |
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|
2020
Q2 | $13.7M | Sell |
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|
2020
Q1 | $12.4M | Buy |
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|
2019
Q4 | $13.3M | Buy |
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