Cornerstone Wealth Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
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2023
Q3 | $3.74M | Sell |
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2023
Q2 | $3.86M | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $292K | Sell |
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2021
Q4 | $12M | Buy |
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2021
Q3 | – | Sell |
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2021
Q2 | $201K | Buy |
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2020
Q3 | – | Sell |
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2020
Q2 | $3.16M | Buy |
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2020
Q1 | $1.77M | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $17.1M | Buy |
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2019
Q2 | $3.9M | Buy |
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