Creekmur Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Sell |
9,821
-690
| -7% | -$64.8K | 0.16% | 90 |
|
|
2025
Q1 | $984K | Sell |
10,511
-200
| -2% | -$18.7K | 0.21% | 54 |
|
|
2024
Q4 | $951K | Sell |
10,711
-451
| -4% | -$40K | 0.22% | 50 |
|
|
2024
Q3 | $1.02M | Sell |
11,162
-379
| -3% | -$34.6K | 0.24% | 50 |
|
|
2024
Q2 | $969K | Sell |
11,541
-3,750
| -25% | -$315K | 0.25% | 48 |
|
|
2024
Q1 | $1.28M | Sell |
15,291
-5,617
| -27% | -$469K | 0.44% | 33 |
|
|
2023
Q4 | $1.63M | Buy |
+20,908
| New | +$1.63M | 0.51% | 28 |
|