Cassia Capital Partners’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 | $20.7M | Buy |
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2025
Q2 | $20.1M | Sell |
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2025
Q1 | $20.5M | Sell |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $21.1M | Sell |
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|
2024
Q2 | $20M | Buy |
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|
2024
Q1 | $19.8M | Sell |
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|
2023
Q4 | $23.8M | Sell |
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|
2023
Q3 | $27.6M | Sell |
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|
2023
Q2 | $29.2M | Buy |
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|
2023
Q1 | $28.4M | Buy |
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|
2022
Q4 | $25.1M | Buy |
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|
2022
Q3 | $21M | Buy |
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|
2022
Q2 | $19.5M | Sell |
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|
2022
Q1 | $21.8M | Sell |
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|
2021
Q4 | $26.2M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $24.2M | Buy |
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|
2021
Q1 | $21.8M | Sell |
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|
2020
Q4 | $24.6M | Buy |
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