CFO4Life Group’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 | $1.15M | Buy |
12,209
+7
| +0.1% | +$657 | 0.18% | 64 |
|
|
2025
Q1 | $1.14M | Sell |
12,202
-330
| -3% | -$30.9K | 0.19% | 67 |
|
|
2024
Q4 | $1.11M | Sell |
12,532
-443
| -3% | -$39.3K | 0.2% | 61 |
|
|
2024
Q3 | $1.18M | Sell |
12,975
-278
| -2% | -$25.4K | 0.21% | 60 |
|
|
2024
Q2 | $1.11M | Buy |
13,253
+6
| +0% | +$504 | 0.21% | 60 |
|
|
2024
Q1 | $1.11M | Sell |
13,247
-602
| -4% | -$50.3K | 0.2% | 60 |
|
|
2023
Q4 | $1.08M | Sell |
13,849
-3,616
| -21% | -$282K | 0.21% | 62 |
|
|
2023
Q3 | $1.26M | Sell |
17,465
-1,326
| -7% | -$96K | 0.29% | 48 |
|
|
2023
Q2 | $1.4M | Sell |
18,791
-834
| -4% | -$62K | 0.3% | 43 |
|
|
2023
Q1 | $1.43M | Sell |
19,625
-3,114
| -14% | -$227K | 0.32% | 42 |
|
|
2022
Q4 | $1.64M | Sell |
22,739
-3,493
| -13% | -$252K | 0.35% | 50 |
|
|
2022
Q3 | $1.73M | Sell |
26,232
-1,508
| -5% | -$99.7K | 0.46% | 37 |
|
|
2022
Q2 | $1.95M | Sell |
27,740
-551
| -2% | -$38.7K | 0.48% | 38 |
|
|
2022
Q1 | $2.2M | Sell |
28,291
-1,733
| -6% | -$134K | 0.46% | 35 |
|
|
2021
Q4 | $2.43M | Sell |
30,024
-2,316
| -7% | -$187K | 0.5% | 33 |
|
|
2021
Q3 | $2.38M | Sell |
32,340
-3,218
| -9% | -$237K | 0.55% | 32 |
|
|
2021
Q2 | $2.62M | Sell |
35,558
-3,613
| -9% | -$266K | 0.6% | 33 |
|
|
2021
Q1 | $2.71M | Sell |
39,171
-176,373
| -82% | -$12.2M | 0.67% | 27 |
|
|
2020
Q4 | $14.6M | Buy |
215,544
+12,905
| +6% | +$876K | 4.2% | 7 |
|
|
2020
Q3 | $12.9M | Sell |
202,639
-18,336
| -8% | -$1.17M | 4.37% | 7 |
|
|
2020
Q2 | $13.4M | Sell |
220,975
-7,011
| -3% | -$425K | 5.15% | 5 |
|
|
2020
Q1 | $12.3M | Buy |
227,986
+15,185
| +7% | +$820K | 6.59% | 4 |
|
|
2019
Q4 | $14M | Buy |
212,801
+9,828
| +5% | +$645K | 5.9% | 3 |
|
|
2019
Q3 | $13M | Buy |
202,973
+10,101
| +5% | +$647K | 5.83% | 3 |
|
|
2019
Q2 | $11.9M | Buy |
192,872
+82,662
| +75% | +$5.1M | 5.44% | 3 |
|
|
2019
Q1 | $6.48M | Sell |
110,210
-7,954
| -7% | -$468K | 3.04% | 7 |
|
|
2018
Q4 | $6.19M | Sell |
118,164
-32,594
| -22% | -$1.71M | 2.72% | 9 |
|
|
2018
Q3 | $8.6M | Buy |
150,758
+1,466
| +1% | +$83.6K | 3.81% | 5 |
|
|
2018
Q2 | $7.94M | Buy |
149,292
+19,849
| +15% | +$1.06M | 3.31% | 6 |
|
|
2018
Q1 | $6.72M | Buy |
129,443
+6,792
| +6% | +$353K | 5.68% | 4 |
|
|
2017
Q4 | $6.47M | Sell |
122,651
-46,740
| -28% | -$2.47M | 5.09% | 4 |
|
|
2017
Q3 | $8.53M | Buy |
169,391
+8,314
| +5% | +$419K | 6.88% | 3 |
|
|
2017
Q2 | $7.88M | Buy |
161,077
+88,440
| +122% | +$4.33M | 7.26% | 3 |
|
|
2017
Q1 | $3.47M | Buy |
+72,637
| New | +$3.47M | 3.14% | 6 |
|