Clarity Financial’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 | $271K | Hold |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $618K | Buy |
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