CFS
Commonwealth Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $237K | Hold |
2,524
| – | – | 0.05% | 184 |
|
2025
Q1 | $236K | Hold |
2,524
| – | – | 0.05% | 175 |
|
2024
Q4 | $224K | Sell |
2,524
-83
| -3% | -$7.37K | 0.04% | 179 |
|
2024
Q3 | $238K | Hold |
2,607
| – | – | 0.05% | 175 |
|
2024
Q2 | $219K | Buy |
+2,607
| New | +$219K | 0.05% | 180 |
|