CIA
Concurrent Investment Advisors’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 | $7.88M | Buy |
83,985
+27,418
| +48% | +$2.57M | 0.15% | 144 |
|
|
2025
Q1 | $5.3M | Sell |
56,567
-13,104
| -19% | -$1.23M | 0.13% | 173 |
|
|
2024
Q4 | $6.19M | Sell |
69,671
-57,365
| -45% | -$5.09M | 0.17% | 127 |
|
|
2024
Q3 | $11.6M | Sell |
127,036
-7,434
| -6% | -$679K | 0.34% | 68 |
|
|
2024
Q2 | $11.3M | Buy |
134,470
+102,178
| +316% | +$8.58M | 0.37% | 60 |
|
|
2024
Q1 | $2.7M | Sell |
32,292
-4,938
| -13% | -$413K | 0.11% | 194 |
|
|
2023
Q4 | $2.9M | Buy |
+37,230
| New | +$2.9M | 0.14% | 164 |
|