CPA
Clear Point Advisors’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 | $651K | Buy |
6,934
+12
| +0.2% | +$1.13K | 0.55% | 52 |
|
|
2025
Q1 | $648K | Buy |
6,922
+12
| +0.2% | +$1.12K | 0.58% | 50 |
|
|
2024
Q4 | $614K | Buy |
6,910
+16
| +0.2% | +$1.42K | 0.52% | 57 |
|
|
2024
Q3 | $629K | Buy |
6,894
+16
| +0.2% | +$1.46K | 0.49% | 55 |
|
|
2024
Q2 | $577K | Sell |
6,878
-331
| -5% | -$27.8K | 0.47% | 55 |
|
|
2024
Q1 | $602K | Sell |
7,209
-83
| -1% | -$6.94K | 0.5% | 55 |
|
|
2023
Q4 | $569K | Buy |
+7,292
| New | +$569K | 0.5% | 54 |
|