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
2023
Q3
$3.74M Sell
2023
Q2
$3.86M Buy
2022
Q2
Sell
2022
Q1
$292K Sell
2021
Q4
$12M Buy
2021
Q3
Sell
2021
Q2
$201K Buy
2020
Q3
Sell
2020
Q2
$3.16M Buy
2020
Q1
$1.77M Buy
2019
Q4
Sell
2019
Q3
$17.1M Buy
2019
Q2
$3.9M Buy