CAM
Clark Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,187
| Closed | -$205K | – | 206 |
|
|
2025
Q1 | $205K | Buy |
+2,187
| New | +$205K | 0.03% | 151 |
|
|
2023
Q2 | – | Sell |
-2,854
| Closed | -$208K | – | 82 |
|
|
2023
Q1 | $208K | Hold |
2,854
| – | – | 0.12% | 60 |
|
|
2022
Q4 | $206K | Buy |
+2,854
| New | +$206K | 0.15% | 58 |
|