U.S. Capital Wealth 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
Q3 | $459K | Sell |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $610K | Sell |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $889K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $2.2M | Buy |
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