Claro Advisors’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
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $1.02M | Buy |
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