Crestwood Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $4.52M | Sell |
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|
2024
Q4 | $4.58M | Sell |
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|
2024
Q3 | $4.83M | Sell |
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|
2024
Q2 | $4.83M | Sell |
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|
2024
Q1 | $7.94M | Sell |
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|
2023
Q4 | $7.64M | Sell |
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|
2023
Q3 | $7.7M | Sell |
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|
2023
Q2 | $8.02M | Sell |
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|
2023
Q1 | $33.3M | Buy |
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|
2022
Q4 | $32.4M | Buy |
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|
2022
Q3 | $28.7M | Buy |
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|
2022
Q2 | $30.2M | Buy |
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|
2022
Q1 | $33.2M | Sell |
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|
2021
Q4 | $34.9M | Sell |
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|
2021
Q3 | $31.9M | Buy |
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|
2021
Q2 | $31.9M | Buy |
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|
2021
Q1 | $29.4M | Sell |
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|
2020
Q4 | $29.4M | Sell |
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|
2020
Q3 | $28.2M | Sell |
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|
2020
Q2 | $26.9M | Buy |
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|
2020
Q1 | $23.2M | Buy |
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|
2019
Q4 | $27.8M | Buy |
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|
2019
Q3 | $27M | Buy |
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|
2019
Q2 | $25.2M | Buy |
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|
2019
Q1 | $22M | Buy |
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|
2018
Q4 | $17.1M | Buy |
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|
2018
Q3 | $9.06M | Sell |
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|
2018
Q2 | $8.8M | Buy |
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|
2018
Q1 | $8.15M | Sell |
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|
2017
Q4 | $8.64M | Buy |
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|
2017
Q3 | $8.2M | Buy |
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|
2017
Q2 | $8.04M | Sell |
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|
2017
Q1 | $8.11M | Buy |
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|
2016
Q4 | $7.23M | Buy |
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|
2016
Q3 | $7.07M | Buy |
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|
2016
Q2 | $6.78M | Buy |
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|
2016
Q1 | $6.02M | Buy |
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