PCA Investment Advisory Services’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 | $1.91M | Sell |
20,318
-467
| -2% | -$43.8K | 0.8% | 27 |
|
|
2025
Q1 | $1.95M | Sell |
20,785
-423
| -2% | -$39.6K | 1.03% | 24 |
|
|
2024
Q4 | $1.88M | Sell |
21,208
-995
| -4% | -$88.3K | 0.87% | 25 |
|
|
2024
Q3 | $2.03M | Sell |
22,203
-3
| -0% | -$274 | 0.95% | 24 |
|
|
2024
Q2 | $1.86M | Sell |
22,206
-26
| -0.1% | -$2.18K | 0.98% | 25 |
|
|
2024
Q1 | $1.86M | Buy |
22,232
+820
| +4% | +$68.5K | 1.04% | 23 |
|
|
2023
Q4 | $1.67M | Sell |
21,412
-7,691
| -26% | -$600K | 1.1% | 22 |
|
|
2023
Q3 | $2.11M | Sell |
29,103
-1,427
| -5% | -$103K | 1.5% | 16 |
|
|
2023
Q2 | $2.27M | Sell |
30,530
-3,255
| -10% | -$242K | 1.35% | 16 |
|
|
2023
Q1 | $2.46M | Buy |
+33,785
| New | +$2.46M | 1.74% | 16 |
|