Clark Capital Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $7.47M | Sell |
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|
2024
Q1 | $22.3M | Buy |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $82.2M | Buy |
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|
2023
Q2 | $9.57M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $98.5M | Buy |
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|
2022
Q2 | $8.82M | Buy |
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|
2022
Q1 | $6.54M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.6M | Sell |
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|
2021
Q1 | $8.42M | Buy |
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|
2020
Q4 | $7.7M | Buy |
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|
2020
Q3 | $6.13M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.61M | Sell |
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|
2019
Q3 | $73.3M | Buy |
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|
2019
Q2 | $68.4M | Buy |
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|
2019
Q1 | $60.9M | Sell |
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|
2018
Q4 | $69.6M | Sell |
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|
2018
Q3 | $88.6M | Buy |
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|
2018
Q2 | $1.9M | Sell |
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|
2018
Q1 | $2.88M | Sell |
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|
2017
Q4 | $3.91M | Sell |
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|
2017
Q3 | $3.81M | Sell |
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|
2017
Q2 | $16.7M | Buy |
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|
2017
Q1 | $1.55M | Sell |
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|
2016
Q4 | $1.61M | Buy |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $17M | Sell |
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|
2016
Q1 | $25.2M | Buy |
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|
2015
Q4 | $11.6M | Sell |
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|
2015
Q3 | $14.1M | Buy |
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|
2015
Q2 | $789K | Sell |
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|
2015
Q1 | $1.06M | Sell |
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|
2014
Q4 | $15.7M | Buy |
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