YCG
Yeomans Consulting Group’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 | $3.61M | Buy |
38,246
+1,003
| +3% | +$94.6K | 1.49% | 19 |
|
2025
Q1 | $3.49M | Buy |
37,243
+2,211
| +6% | +$207K | 1.35% | 18 |
|
2024
Q4 | $3.11M | Buy |
35,032
+839
| +2% | +$74.5K | 1.16% | 18 |
|
2024
Q3 | $3.12M | Sell |
34,193
-2,345
| -6% | -$214K | 1.17% | 18 |
|
2024
Q2 | $3.07M | Buy |
36,538
+271
| +0.7% | +$22.8K | 1.19% | 17 |
|
2024
Q1 | $3.03M | Buy |
36,267
+355
| +1% | +$29.7K | 1.33% | 17 |
|
2023
Q4 | $2.8M | Buy |
+35,912
| New | +$2.8M | 1.4% | 16 |
|