SCA
Stuart Chaussee & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6K | Hold |
315
| – | – | 0.01% | 111 |
|
|
2025
Q1 | $29.5K | Hold |
315
| – | – | 0.01% | 108 |
|
|
2024
Q4 | $28K | Hold |
315
| – | – | 0.01% | 109 |
|
|
2024
Q3 | $28.8K | Sell |
315
-631
| -67% | -$57.6K | 0.01% | 96 |
|
|
2024
Q2 | $79.4K | Hold |
946
| – | – | 0.02% | 50 |
|
|
2024
Q1 | $79.1K | Hold |
946
| – | – | 0.02% | 45 |
|
|
2023
Q4 | $73.8K | Hold |
946
| – | – | 0.02% | 46 |
|
|
2023
Q3 | $68.5K | Hold |
946
| – | – | 0.02% | 37 |
|
|
2023
Q2 | $70.3K | Hold |
946
| – | – | 0.02% | 38 |
|
|
2023
Q1 | $68.8K | Hold |
946
| – | – | 0.02% | 34 |
|
|
2022
Q4 | $68.2K | Hold |
946
| – | – | 0.03% | 32 |
|
|
2022
Q3 | $63K | Hold |
946
| – | – | 0.15% | 26 |
|
|
2022
Q2 | $66K | Hold |
946
| – | – | 0.14% | 27 |
|
|
2022
Q1 | $73K | Buy |
+946
| New | +$73K | 0.03% | 35 |
|
|
2020
Q1 | – | Sell |
-1,265,387
| Closed | -$83M | – | 128 |
|
|
2019
Q4 | $83M | Sell |
1,265,387
-745,845
| -37% | -$48.9M | 46.98% | 1 |
|
|
2019
Q3 | $129M | Buy |
2,011,232
+562,916
| +39% | +$36.1M | 77.48% | 1 |
|
|
2019
Q2 | $89.4M | Sell |
1,448,316
-18,615
| -1% | -$1.15M | 55.36% | 1 |
|
|
2019
Q1 | $86.3M | Buy |
1,466,931
+303,554
| +26% | +$17.8M | 55.63% | 1 |
|
|
2018
Q4 | $61M | Buy |
+1,163,377
| New | +$61M | 46.44% | 1 |
|
|
2016
Q4 | – | Sell |
-541,323
| Closed | -$24.6M | – | 84 |
|
|
2016
Q3 | $24.6M | Sell |
541,323
-4,097
| -0.8% | -$186K | 19.98% | 2 |
|
|
2016
Q2 | $25.2M | Buy |
545,420
+9,938
| +2% | +$460K | 20.72% | 2 |
|
|
2016
Q1 | $23.5M | Buy |
+535,482
| New | +$23.5M | 21.33% | 2 |
|