Coldstream Capital Management’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 | $412K | Sell |
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2025
Q1 | $449K | Sell |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $243K | Sell |
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|
2016
Q3 | $1.34M | Buy |
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|
2016
Q2 | $1.33M | Buy |
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|
2016
Q1 | $1.11M | Buy |
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