Creative Planning’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
Q2 | $25M | Buy |
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|
2025
Q1 | $24M | Buy |
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|
2024
Q4 | $18.5M | Sell |
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|
2024
Q3 | $19.1M | Sell |
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|
2024
Q2 | $17.6M | Buy |
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|
2024
Q1 | $17.5M | Buy |
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|
2023
Q4 | $15.8M | Sell |
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|
2023
Q3 | $16.3M | Sell |
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|
2023
Q2 | $17.1M | Sell |
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|
2023
Q1 | $16.9M | Sell |
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|
2022
Q4 | $17.2M | Buy |
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|
2022
Q3 | $15.2M | Sell |
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|
2022
Q2 | $18.7M | Buy |
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|
2022
Q1 | $20.4M | Sell |
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|
2021
Q4 | $21.6M | Sell |
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|
2021
Q3 | $21M | Buy |
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|
2021
Q2 | $20.9M | Sell |
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|
2021
Q1 | $20.8M | Buy |
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|
2020
Q4 | $17.1M | Sell |
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|
2020
Q3 | $16.3M | Buy |
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|
2020
Q2 | $1.62M | Sell |
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|
2020
Q1 | $1.74M | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $2.92M | Buy |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $1.72M | Buy |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.35M | Buy |
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|
2016
Q4 | $775K | Sell |
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|
2016
Q3 | $1.65M | Buy |
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|
2016
Q2 | $421K | Buy |
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|
2016
Q1 | $114K | Buy |
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|
2015
Q4 | $85K | Buy |
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|
2015
Q3 | $48K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $54K | Sell |
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|
2014
Q4 | $61K | Buy |
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|
2014
Q3 | $38K | Sell |
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|
2014
Q2 | $119K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $21K | Sell |
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|
2013
Q3 | $21K | Buy |
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