Claraphi Advisory Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.29M | Buy |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $548K | Sell |
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|
2019
Q2 | $620K | Sell |
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|
2019
Q1 | $805K | Sell |
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|
2018
Q4 | $2.11M | Sell |
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|
2018
Q3 | $2.45M | Buy |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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