Clearview Wealth 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 | $274K | Sell |
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2025
Q1 | $274K | Sell |
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2024
Q4 | $280K | Sell |
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2024
Q3 | $301K | Sell |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $880K | Sell |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $2.28M | Buy |
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