Client 1st Advisory Group’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
Q3 | $796K | Sell |
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|
2025
Q2 | $843K | Sell |
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|
2025
Q1 | $877K | Sell |
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|
2024
Q4 | $861K | Sell |
|
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $787K | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $2.78M | Sell |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $3.18M | Buy |
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|
2020
Q2 | $2.33M | Buy |
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