CGN Advisors’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
Q3 | $3.63M | Buy |
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|
2025
Q2 | $3.57M | Sell |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $3.19M | Buy |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $422K | Buy |
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