Cassaday & Co Wealth 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 | $738K | Hold |
7,866
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $737K | Hold |
7,866
| – | – | 0.02% | 152 |
|
|
2024
Q4 | $698K | Hold |
7,866
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $718K | Hold |
7,866
| – | – | 0.02% | 152 |
|
|
2024
Q2 | $660K | Hold |
7,866
| – | – | 0.02% | 150 |
|
|
2024
Q1 | $657K | Hold |
7,866
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $614K | Hold |
7,866
| – | – | 0.02% | 147 |
|
|
2023
Q3 | $569K | Hold |
7,866
| – | – | 0.02% | 136 |
|
|
2023
Q2 | $585K | Sell |
7,866
-56
| -0.7% | -$4.16K | 0.02% | 136 |
|
|
2023
Q1 | $576K | Sell |
7,922
-86
| -1% | -$6.26K | 0.02% | 142 |
|
|
2022
Q4 | $577K | Buy |
+8,008
| New | +$577K | 0.03% | 141 |
|