Carson Wealth (CWM LLC)’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 | $74.6M | Buy |
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|
2025
Q2 | $71.5M | Buy |
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|
2025
Q1 | $68.5M | Sell |
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|
2024
Q4 | $65.1M | Buy |
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|
2024
Q3 | $66.5M | Buy |
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|
2024
Q2 | $55.3M | Sell |
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|
2024
Q1 | $91.2M | Sell |
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|
2023
Q4 | $123M | Sell |
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|
2023
Q3 | $215M | Sell |
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|
2023
Q2 | $270M | Buy |
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|
2023
Q1 | $264M | Buy |
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|
2022
Q4 | $209M | Sell |
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|
2022
Q3 | $198M | Buy |
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|
2022
Q2 | $209M | Sell |
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|
2022
Q1 | $231M | Buy |
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|
2021
Q4 | $214M | Buy |
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|
2021
Q2 | $135M | Hold |
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|
2021
Q1 | $135M | Hold |
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|
2020
Q4 | $135M | Hold |
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|
2020
Q3 | $135M | Hold |
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|
2020
Q2 | $135M | Hold |
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|
2020
Q1 | $135M | Hold |
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|
2019
Q4 | $135M | Hold |
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|
2019
Q3 | $135M | Hold |
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|
2019
Q2 | $135M | Hold |
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|
2019
Q1 | $135M | Buy |
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|
2018
Q4 | $30.7M | Buy |
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|
2018
Q3 | $24M | Buy |
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|
2018
Q2 | $20M | Buy |
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|
2018
Q1 | $16.9M | Buy |
|
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|
2017
Q4 | $14.8M | Buy |
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|
2017
Q3 | $13.4M | Buy |
|
|||||
|
2017
Q2 | $7.68M | Buy |
|
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|
2017
Q1 | $6.65M | Sell |
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|
2016
Q4 | $8.87M | Buy |
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|
2016
Q3 | $7.01M | Buy |
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|
2016
Q2 | $5.93M | Buy |
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|
2016
Q1 | $2.32M | Buy |
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|
2015
Q4 | $329K | Buy |
|