Kathmere Capital Management’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
Q3 | $1.42M | Buy |
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|
2025
Q2 | $1.23M | Buy |
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2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $972K | Hold |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $899K | Buy |
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|
2023
Q3 | $772K | Buy |
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|
2023
Q2 | $791K | Buy |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $911K | Sell |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $23M | Buy |
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|
2021
Q3 | $20.6M | Buy |
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|
2021
Q2 | $19.8M | Buy |
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|
2021
Q1 | $17.6M | Buy |
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|
2020
Q4 | $15.7M | Buy |
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|
2020
Q3 | $13.8M | Buy |
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|
2020
Q2 | $11.7M | Buy |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $1.59M | Buy |
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