CWA
Clearview Wealth 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 | $274K | Sell |
2,922
-8
| -0.3% | -$751 | 0.19% | 90 |
|
|
2025
Q1 | $274K | Sell |
2,930
-225
| -7% | -$21.1K | 0.21% | 90 |
|
|
2024
Q4 | $280K | Sell |
3,155
-143
| -4% | -$12.7K | 0.21% | 82 |
|
|
2024
Q3 | $301K | Sell |
3,298
-3
| -0.1% | -$274 | 0.23% | 78 |
|
|
2024
Q2 | $277K | Sell |
3,301
-439
| -12% | -$36.9K | 0.24% | 79 |
|
|
2024
Q1 | $313K | Sell |
3,740
-1,944
| -34% | -$162K | 0.32% | 84 |
|
|
2023
Q4 | $443K | Sell |
5,684
-2,370
| -29% | -$185K | 0.52% | 63 |
|
|
2023
Q3 | $583K | Sell |
8,054
-2,885
| -26% | -$209K | 0.72% | 50 |
|
|
2023
Q2 | $813K | Sell |
10,939
-1,165
| -10% | -$86.6K | 0.83% | 34 |
|
|
2023
Q1 | $880K | Sell |
12,104
-7,338
| -38% | -$534K | 0.89% | 23 |
|
|
2022
Q4 | $1.4M | Sell |
19,442
-3,810
| -16% | -$275K | 1.08% | 18 |
|
|
2022
Q3 | $1.54M | Buy |
23,252
+5,133
| +28% | +$339K | 1.22% | 15 |
|
|
2022
Q2 | $1.27M | Sell |
18,119
-4,107
| -18% | -$288K | 0.95% | 17 |
|
|
2022
Q1 | $1.72M | Sell |
22,226
-19,985
| -47% | -$1.55M | 1.13% | 18 |
|
|
2021
Q4 | $3.42M | Buy |
42,211
+18,403
| +77% | +$1.49M | 2.08% | 10 |
|
|
2021
Q3 | $1.75M | Buy |
23,808
+5,491
| +30% | +$404K | 1.11% | 21 |
|
|
2021
Q2 | $1.35M | Sell |
18,317
-1,464
| -7% | -$108K | 0.83% | 26 |
|
|
2021
Q1 | $1.37M | Sell |
19,781
-13,789
| -41% | -$954K | 0.89% | 25 |
|
|
2020
Q4 | $2.28M | Buy |
+33,570
| New | +$2.28M | 1.53% | 14 |
|