CFM Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
57,210
+3,247
| +6% | +$305K | 0.85% | 34 |
|
|
2025
Q1 | $5.05M | Buy |
53,963
+9
| +0% | +$843 | 0.89% | 30 |
|
|
2024
Q4 | $4.79M | Buy |
53,954
+1,735
| +3% | +$154K | 0.81% | 31 |
|
|
2024
Q3 | $4.77M | Buy |
52,219
+1,017
| +2% | +$92.9K | 0.83% | 31 |
|
|
2024
Q2 | $4.3M | Sell |
51,202
-202
| -0.4% | -$17K | 0.79% | 31 |
|
|
2024
Q1 | $4.3M | Sell |
51,404
-528
| -1% | -$44.1K | 0.86% | 31 |
|
|
2023
Q4 | $4.05M | Sell |
51,932
-572
| -1% | -$44.6K | 0.92% | 30 |
|
|
2023
Q3 | $3.8M | Buy |
52,504
+2,124
| +4% | +$154K | 1% | 30 |
|
|
2023
Q2 | $3.74M | Sell |
50,380
-777
| -2% | -$57.8K | 0.91% | 28 |
|
|
2023
Q1 | $3.72M | Sell |
51,157
-2,098
| -4% | -$153K | 1% | 22 |
|
|
2022
Q4 | $3.84M | Sell |
53,255
-557
| -1% | -$40.2K | 1.15% | 20 |
|
|
2022
Q3 | $3.56M | Buy |
53,812
+1,473
| +3% | +$97.4K | 1.14% | 20 |
|
|
2022
Q2 | $3.68M | Sell |
52,339
-293
| -0.6% | -$20.6K | 1.1% | 21 |
|
|
2022
Q1 | $4.08M | Sell |
52,632
-1,865
| -3% | -$145K | 0.98% | 23 |
|
|
2021
Q4 | $4.83M | Sell |
54,497
-106
| -0.2% | -$9.4K | 1.08% | 23 |
|
|
2021
Q3 | $4.01M | Sell |
54,603
-679
| -1% | -$49.9K | 1.01% | 24 |
|
|
2021
Q2 | $4.07M | Buy |
55,282
+86
| +0.2% | +$6.33K | 1.08% | 21 |
|
|
2021
Q1 | $3.82M | Buy |
55,196
+441
| +0.8% | +$30.5K | 1.15% | 20 |
|
|
2020
Q4 | $3.72M | Buy |
54,755
+1,395
| +3% | +$94.7K | 1.19% | 19 |
|
|
2020
Q3 | $3.4M | Sell |
53,360
-2,279
| -4% | -$145K | 1.24% | 18 |
|
|
2020
Q2 | $3.37M | Buy |
55,639
+423
| +0.8% | +$25.6K | 1.28% | 15 |
|
|
2020
Q1 | $2.98M | Buy |
55,216
+2,676
| +5% | +$145K | 1.39% | 15 |
|
|
2019
Q4 | $3.54M | Buy |
+52,540
| New | +$3.54M | 1.3% | 17 |
|