Clifford Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,358
| Closed | -$652K | – | 74 |
|
|
2023
Q4 | $652K | Sell |
8,358
-5,116
| -38% | -$399K | 0.6% | 27 |
|
|
2023
Q3 | $975K | Buy |
13,474
+484
| +4% | +$35K | 1.06% | 20 |
|
|
2023
Q2 | $966K | Sell |
12,990
-8,646
| -40% | -$643K | 1.04% | 19 |
|
|
2023
Q1 | $1.57M | Buy |
21,636
+3,577
| +20% | +$260K | 1.91% | 12 |
|
|
2022
Q4 | $1.3M | Buy |
+18,059
| New | +$1.3M | 1.63% | 12 |
|