Curtis Advisory 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 | $3.19M | Sell |
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|
2025
Q1 | $4.91M | Buy |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.17M | Sell |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.86M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $3.28M | Sell |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $3.65M | Buy |
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|
2020
Q2 | $3.43M | Buy |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $3.44M | Buy |
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