KCM Investment Advisors’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 | $283K | Hold |
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2025
Q1 | $283K | Hold |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $450K | Hold |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $605K | Hold |
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|
2022
Q1 | $668K | Hold |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $308K | Sell |
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|
2020
Q4 | $329K | Hold |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $386K | Hold |
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|
2019
Q4 | $469K | Buy |
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|
2019
Q3 | $312K | Buy |
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