Cornerstone Planning Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
130
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $11.7K | Buy |
130
+49
| +60% | +$4.42K | ﹤0.01% | 528 |
|
|
2024
Q4 | $7.49K | Hold |
81
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $7.4K | Sell |
81
-99
| -55% | -$9.04K | ﹤0.01% | 479 |
|
|
2024
Q2 | $15.2K | Sell |
180
-285
| -61% | -$24.1K | ﹤0.01% | 361 |
|
|
2024
Q1 | $37.7K | Sell |
465
-834
| -64% | -$67.6K | 0.01% | 207 |
|
|
2023
Q4 | $101K | Sell |
1,299
-1,696
| -57% | -$132K | 0.03% | 119 |
|
|
2023
Q3 | $217K | Sell |
2,995
-662
| -18% | -$47.9K | 0.08% | 76 |
|
|
2023
Q2 | $272K | Buy |
+3,657
| New | +$272K | 0.11% | 73 |
|
|
2022
Q4 | $418K | Buy |
+5,835
| New | +$418K | 0.18% | 65 |
|