Clear Investment Research’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7K | Buy |
476
+37
| +8% | +$3.47K | 0.06% | 115 |
|
|
2025
Q1 | $41.2K | Buy |
439
+2
| +0.5% | +$187 | 0.06% | 115 |
|
|
2024
Q4 | $38.9K | Buy |
437
+2
| +0.5% | +$178 | 0.05% | 117 |
|
|
2024
Q3 | $39.8K | Buy |
435
+2
| +0.5% | +$183 | 0.05% | 116 |
|
|
2024
Q2 | $36.4K | Buy |
433
+3
| +0.7% | +$252 | 0.05% | 113 |
|
|
2024
Q1 | $36K | Buy |
430
+65
| +18% | +$5.44K | 0.05% | 118 |
|
|
2023
Q4 | $28.5K | Buy |
365
+10
| +3% | +$781 | 0.04% | 134 |
|
|
2023
Q3 | $25.7K | Buy |
355
+1
| +0.3% | +$72 | 0.04% | 106 |
|
|
2023
Q2 | $26.4K | Buy |
354
+1
| +0.3% | +$74 | 0.04% | 110 |
|
|
2023
Q1 | $25.7K | Sell |
353
-18
| -5% | -$1.31K | 0.05% | 105 |
|
|
2022
Q4 | $27K | Sell |
371
-22
| -6% | -$1.6K | 0.05% | 94 |
|
|
2022
Q3 | $26K | Sell |
393
-4
| -1% | -$265 | 0.05% | 95 |
|
|
2022
Q2 | $28K | Sell |
397
-8
| -2% | -$564 | 0.06% | 89 |
|
|
2022
Q1 | $31K | Sell |
405
-20
| -5% | -$1.53K | 0.06% | 92 |
|
|
2021
Q4 | $34K | Sell |
425
-6
| -1% | -$480 | 0.05% | 91 |
|
|
2021
Q3 | $32K | Sell |
431
-14
| -3% | -$1.04K | 0.05% | 91 |
|
|
2021
Q2 | $33K | Sell |
445
-8
| -2% | -$593 | 0.06% | 89 |
|
|
2021
Q1 | $31K | Sell |
453
-27
| -6% | -$1.85K | 0.06% | 80 |
|
|
2020
Q4 | $33K | Buy |
+480
| New | +$33K | 0.06% | 77 |
|
|
2019
Q4 | – | Sell |
-171
| Closed | -$11K | – | 377 |
|
|
2019
Q3 | $11K | Sell |
171
-2
| -1% | -$129 | 0.02% | 82 |
|
|
2019
Q2 | $11K | Buy |
+173
| New | +$11K | 0.02% | 84 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$2K | – | 377 |
|
|
2018
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 127 |
|