Connecticut Wealth 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
Q3 | $312K | Sell |
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|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $258K | Buy |
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