CCG Wealth Management’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
Q2 | $1.51M | Hold |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.35M | Hold |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.31M | Hold |
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|
2022
Q1 | $1.45M | Hold |
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|
2021
Q4 | $1.51M | Hold |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.39M | Hold |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.21M | Hold |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $2.23M | Sell |
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|
2019
Q4 | $3.11M | Sell |
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|
2019
Q3 | $3.14M | Buy |
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|
2019
Q2 | $3.02M | Sell |
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|
2019
Q1 | $2.88M | Buy |
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|
2018
Q4 | $1.35M | Buy |
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