Cidel Asset 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
Q2 | $684K | Sell |
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|
2025
Q1 | $722K | Hold |
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|
2024
Q4 | $685K | Hold |
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|
2024
Q3 | $704K | Hold |
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|
2024
Q2 | $647K | Hold |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $612K | Hold |
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|
2023
Q1 | $599K | Hold |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $606K | Hold |
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|
2022
Q1 | $670K | Sell |
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|
2021
Q4 | $725K | Hold |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $710K | Buy |
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