Crewe Advisors’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 | $16K | Hold |
171
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $16K | Hold |
171
| – | – | ﹤0.01% | 374 |
|
|
2024
Q4 | $15.1K | Hold |
171
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $15.6K | Hold |
171
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $14.3K | Hold |
171
| – | – | ﹤0.01% | 614 |
|
|
2024
Q1 | $14.3K | Hold |
171
| – | – | ﹤0.01% | 556 |
|
|
2023
Q4 | $13.3K | Sell |
171
-100
| -37% | -$7.78K | ﹤0.01% | 186 |
|
|
2023
Q3 | $19.6K | Hold |
271
| – | – | ﹤0.01% | 200 |
|
|
2023
Q2 | $20.1K | Hold |
271
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $19.7K | Sell |
271
-6
| -2% | -$436 | ﹤0.01% | 436 |
|
|
2022
Q4 | $19.9K | Sell |
277
-117
| -30% | -$8.42K | ﹤0.01% | 425 |
|
|
2022
Q3 | $26K | Buy |
394
+171
| +77% | +$11.3K | ﹤0.01% | 418 |
|
|
2022
Q2 | $16K | Hold |
223
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $18K | Buy |
+223
| New | +$18K | ﹤0.01% | 307 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$93K | – | 307 |
|
|
2019
Q2 | $93K | Hold |
1,500
| – | – | 0.03% | 114 |
|
|
2019
Q1 | $88K | Hold |
1,500
| – | – | 0.03% | 96 |
|
|
2018
Q4 | $79K | Hold |
1,500
| – | – | 0.03% | 89 |
|
|
2018
Q3 | $86K | Hold |
1,500
| – | – | 0.07% | 91 |
|
|
2018
Q2 | $80K | Hold |
1,500
| – | – | 0.07% | 90 |
|
|
2018
Q1 | $78K | Hold |
1,500
| – | – | 0.08% | 89 |
|
|
2017
Q4 | $79K | Buy |
+1,500
| New | +$79K | 0.08% | 95 |
|