CTA
USMV icon

Chesley Taft & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chesley Taft & Associates’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,165
Closed -$484K – 346
2025
Q1 		$484K Hold
5,165
– – 0.02% 251
2024
Q4 		$459K Hold
5,165
– – 0.02% 258
2024
Q3 		$472K Hold
5,165
– – 0.02% 254
2024
Q2 		$434K Buy
+5,165
New +$434K 0.02% 251