Cary Street Partners Investment Advisory’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 | $142K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.63M | Sell |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $522K | Hold |
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|
2023
Q1 | $511K | Hold |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $663K | Sell |
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|
2021
Q2 | $685K | Sell |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $2M | Sell |
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|
2020
Q3 | $2.07M | Buy |
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|
2020
Q2 | $1.77M | Sell |
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|
2020
Q1 | $2.74M | Buy |
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|
2019
Q4 | $1.31M | Buy |
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|
2018
Q4 | $972K | Buy |
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