Cavalier Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $3.41M | Buy |
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|
2022
Q2 | $3.57M | Sell |
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|
2022
Q1 | $4.17M | Sell |
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|
2021
Q4 | $4.51M | Buy |
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|
2021
Q3 | $2.84M | Sell |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $5.59M | Sell |
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|
2020
Q2 | $9.58M | Sell |
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|
2020
Q1 | $14.9M | Buy |
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|
2019
Q4 | $12.2M | Sell |
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|
2019
Q3 | $12.7M | Buy |
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|
2019
Q2 | $7.06M | Sell |
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|
2019
Q1 | $6.84M | Sell |
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|
2018
Q4 | $11.7M | Buy |
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|
2018
Q3 | $5.55M | Buy |
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|
2018
Q2 | $3.07M | Sell |
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|
2018
Q1 | $3.29M | Sell |
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|
2017
Q4 | $3.94M | Sell |
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|
2017
Q3 | $4.8M | Buy |
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|
2017
Q2 | $504K | Hold |
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|
2017
Q1 | $504K | Buy |
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