Cynosure Group’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 | $3.41M | Buy |
36,320
+128
| +0.4% | +$12K | 0.39% | 33 |
|
|
2025
Q1 | $3.39M | Buy |
36,192
+127
| +0.4% | +$11.9K | 0.47% | 31 |
|
|
2024
Q4 | $3.2M | Buy |
+36,065
| New | +$3.2M | 0.48% | 30 |
|
|
2024
Q3 | – | Sell |
-35,890
| Closed | -$3.01M | – | 411 |
|
|
2024
Q2 | $3.01M | Buy |
35,890
+6
| +0% | +$504 | 0.48% | 34 |
|
|
2024
Q1 | $3M | Buy |
35,884
+7
| +0% | +$585 | 0.54% | 31 |
|
|
2023
Q4 | $2.8M | Buy |
35,877
+17
| +0% | +$1.33K | 0.5% | 50 |
|
|
2023
Q3 | $2.6M | Sell |
35,860
-5,722
| -14% | -$414K | 0.8% | 38 |
|
|
2023
Q2 | $3.09M | Buy |
+41,582
| New | +$3.09M | 0.93% | 32 |
|