Carson Wealth (CWM LLC)’s iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
371
| – | – | ﹤0.01% | 4226 |
|
|
2025
Q1 | $11K | Sell |
371
-182
| -33% | -$5.4K | ﹤0.01% | 4041 |
|
|
2024
Q4 | $15K | Hold |
553
| – | – | ﹤0.01% | 3621 |
|
|
2024
Q3 | $16K | Hold |
553
| – | – | ﹤0.01% | 3496 |
|
|
2024
Q2 | $15K | Hold |
553
| – | – | ﹤0.01% | 3293 |
|
|
2024
Q1 | $15K | Sell |
553
-179
| -24% | -$4.86K | ﹤0.01% | 3081 |
|
|
2023
Q4 | $18K | Buy |
+732
| New | +$18K | ﹤0.01% | 2827 |
|