Cascades Capital Asset Management’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
$4.5M Buy
47,934
+35,783
+294% +$3.36M 2.31% 9
2025
Q1
$1.14M Buy
12,151
+7,450
+158% +$698K 0.61% 34
2024
Q4
$417K Hold
4,701
0.22% 65
2024
Q3
$429K Buy
+4,701
New +$429K 0.24% 64