Shelton 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
Q2 | $470K | Hold |
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|
2025
Q1 | $469K | Hold |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $390K | Hold |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $368K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $303K | Hold |
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|
2020
Q1 | $270K | Hold |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $309K | Buy |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $266K | Hold |
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|
2018
Q1 | $260K | Hold |
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|
2017
Q4 | $264K | Hold |
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|
2017
Q3 | $252K | Hold |
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|
2017
Q2 | $245K | Buy |
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