Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $792K | Sell |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | $665K | Buy |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $831K | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $2.72M | Buy |
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