Consolidated Planning Corp’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 | – | Sell |
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|
2025
Q2 | $7M | Sell |
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|
2025
Q1 | $8.9M | Buy |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Buy |
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