Crew Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $203K | Hold |
2,166
| – | – | 0.15% | 112 |
|
2025
Q1 | $203K | Buy |
+2,166
| New | +$203K | 0.17% | 146 |
|
2021
Q4 | – | Sell |
-3,831
| Closed | -$282K | – | 114 |
|
2021
Q3 | $282K | Hold |
3,831
| – | – | 0.26% | 80 |
|
2021
Q2 | $282K | Buy |
3,831
+47
| +1% | +$3.46K | 0.26% | 82 |
|
2021
Q1 | $262K | Buy |
+3,784
| New | +$262K | 0.26% | 86 |
|