Charter Oak Capital Management’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 | $212K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $673K | Sell |
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|
2021
Q4 | $749K | Sell |
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|
2021
Q3 | $734K | Buy |
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|
2021
Q2 | $693K | Sell |
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|
2021
Q1 | $797K | Sell |
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|
2020
Q4 | $899K | Buy |
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