CFS Investment Advisory Services’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 | $1.6M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $6.01M | Sell |
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|
2023
Q3 | $8.44M | Sell |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $7.89M | Sell |
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|
2022
Q3 | $7.51M | Buy |
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|
2022
Q2 | $6.87M | Sell |
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|
2022
Q1 | $105K | Buy |
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|
2021
Q4 | $7.92M | Buy |
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|
2021
Q3 | $3.26M | Buy |
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|
2020
Q4 | $8.19M | Buy |
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