Clearwater Capital 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 | $287K | Hold |
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2025
Q1 | $286K | Buy |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $496K | Sell |
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|
2021
Q3 | $514K | Sell |
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|
2021
Q2 | $548K | Sell |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $520K | Sell |
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $888K | Sell |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $2.31M | Buy |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $1.76M | Sell |
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|
2018
Q4 | $1.67M | Sell |
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|
2018
Q3 | $1.93M | Sell |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.54M | Buy |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $942K | Buy |
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|
2016
Q4 | $661K | Buy |
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|
2016
Q3 | $592K | Sell |
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|
2016
Q2 | $724K | Buy |
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