CFCI
Comprehensive Financial Consultants Institutional’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 | $1.5M | Sell |
15,997
-729
| -4% | -$68.4K | 0.49% | 73 |
|
|
2025
Q1 | $1.57M | Buy |
16,726
+173
| +1% | +$16.2K | 0.56% | 68 |
|
|
2024
Q4 | $1.47M | Sell |
16,553
-624
| -4% | -$55.4K | 0.53% | 71 |
|
|
2024
Q3 | $1.57M | Sell |
17,177
-1,689
| -9% | -$154K | 0.57% | 66 |
|
|
2024
Q2 | $1.58M | Buy |
18,866
+935
| +5% | +$78.5K | 0.62% | 62 |
|
|
2024
Q1 | $1.5M | Sell |
17,931
-496
| -3% | -$41.5K | 0.62% | 62 |
|
|
2023
Q4 | $1.44M | Sell |
18,427
-124
| -0.7% | -$9.68K | 0.67% | 62 |
|
|
2023
Q3 | $1.34M | Buy |
18,551
+8
| +0% | +$579 | 0.71% | 55 |
|
|
2023
Q2 | $1.38M | Sell |
18,543
-823
| -4% | -$61.2K | 0.73% | 52 |
|
|
2023
Q1 | $1.41M | Sell |
19,366
-1,452
| -7% | -$106K | 0.8% | 38 |
|
|
2022
Q4 | $1.53M | Sell |
20,818
-1,576
| -7% | -$116K | 0.93% | 38 |
|
|
2022
Q3 | $1.5M | Sell |
22,394
-1,525
| -6% | -$102K | 0.99% | 35 |
|
|
2022
Q2 | $1.69M | Sell |
23,919
-1,067
| -4% | -$75.3K | 1.2% | 25 |
|
|
2022
Q1 | $1.82M | Sell |
24,986
-463
| -2% | -$33.7K | 1.26% | 24 |
|
|
2021
Q4 | $1.89M | Buy |
+25,449
| New | +$1.89M | 1.21% | 20 |
|