Clear Perspectives Financial Planning’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
2023
Q1
$669K Sell
2022
Q4
$1.02M Sell
2022
Q3
$1.08M Buy
2022
Q2
$48K Buy
2022
Q1
$8K Hold
2021
Q4
$8K Hold
2021
Q3
$7K Hold
2021
Q2
$7K Hold
2021
Q1
$7K Hold
2020
Q4
$7K Buy