City State Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-71
Closed -$6K 765
2024
Q1
$6K Buy
+71
New +$6K ﹤0.01% 559
2022
Q3
Sell
-729
Closed -$51K 705
2022
Q2
$51K Hold
729
0.04% 265
2022
Q1
$57K Hold
729
0.03% 271
2021
Q4
$59K Buy
+729
New +$59K 0.04% 277