CWM
Certus Wealth 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 | $1.06M | Buy |
11,303
+827
| +8% | +$77.6K | 0.68% | 33 |
|
|
2025
Q1 | $973K | Sell |
10,476
-58
| -0.6% | -$5.39K | 0.66% | 33 |
|
|
2024
Q4 | $981K | Sell |
10,534
-200
| -2% | -$18.6K | 0.66% | 31 |
|
|
2024
Q3 | $980K | Sell |
10,734
-311
| -3% | -$28.4K | 0.68% | 30 |
|
|
2024
Q2 | $927K | Sell |
11,045
-2,766
| -20% | -$232K | 0.7% | 29 |
|
|
2024
Q1 | $1.12M | Sell |
13,811
-6,629
| -32% | -$538K | 0.89% | 25 |
|
|
2023
Q4 | $1.59M | Sell |
20,440
-5,217
| -20% | -$407K | 1.35% | 20 |
|
|
2023
Q3 | $1.86M | Buy |
25,657
+4,654
| +22% | +$337K | 1.78% | 15 |
|
|
2023
Q2 | $1.56M | Buy |
+21,003
| New | +$1.56M | 1.55% | 17 |
|