CFAM
Center For Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
16,938
+4,148
| +32% | +$368K | 0.93% | 30 |
|
|
2025
Q1 | $1.2M | Sell |
12,790
-4,485
| -26% | -$420K | 0.73% | 36 |
|
|
2024
Q4 | $1.53M | Sell |
17,275
-1,327
| -7% | -$118K | 0.99% | 28 |
|
|
2024
Q3 | $1.7M | Buy |
18,602
+44
| +0.2% | +$4.02K | 1.01% | 30 |
|
|
2024
Q2 | $1.56M | Buy |
18,558
+2,020
| +12% | +$170K | 1.03% | 26 |
|
|
2024
Q1 | $1.38M | Buy |
16,538
+564
| +4% | +$47.1K | 1.13% | 23 |
|
|
2023
Q4 | $1.25M | Buy |
15,974
+71
| +0.4% | +$5.54K | 1.14% | 21 |
|
|
2023
Q3 | $1.15M | Sell |
15,903
-449
| -3% | -$32.5K | 1.15% | 22 |
|
|
2023
Q2 | $1.22M | Sell |
16,352
-662
| -4% | -$49.2K | 1.15% | 21 |
|
|
2023
Q1 | $1.24M | Buy |
17,014
+1,131
| +7% | +$82.3K | 1.21% | 17 |
|
|
2022
Q4 | $1.15M | Sell |
15,883
-792
| -5% | -$57.1K | 1.07% | 18 |
|
|
2022
Q3 | $1.1M | Buy |
16,675
+370
| +2% | +$24.5K | 1.1% | 18 |
|
|
2022
Q2 | $1.15M | Sell |
16,305
-1,901
| -10% | -$133K | 1.06% | 17 |
|
|
2022
Q1 | $1.41M | Sell |
18,206
-1,828
| -9% | -$142K | 1.09% | 27 |
|
|
2021
Q4 | $1.62M | Sell |
20,034
-753
| -4% | -$60.9K | 1.2% | 24 |
|
|
2021
Q3 | $1.53M | Sell |
20,787
-148
| -0.7% | -$10.9K | 1.29% | 23 |
|
|
2021
Q2 | $1.54M | Buy |
20,935
+283
| +1% | +$20.8K | 1.33% | 21 |
|
|
2021
Q1 | $1.43M | Buy |
20,652
+326
| +2% | +$22.6K | 1.37% | 21 |
|
|
2020
Q4 | $1.38M | Buy |
+20,326
| New | +$1.38M | 1.38% | 21 |
|