Colonial Trust 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
$5.13M Hold
2025
Q1
$5.12M Buy
2024
Q4
$3.2M Hold
2024
Q3
$3.29M Buy