AWM
Ariadne Wealth Management’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 | $372K | Sell |
3,976
-3,121
| -44% | -$292K | 0.18% | 123 |
|
|
2025
Q1 | $654K | Hold |
7,097
| – | – | 0.34% | 63 |
|
|
2024
Q4 | $661K | Buy |
7,097
+1,781
| +34% | +$166K | 0.3% | 63 |
|
|
2024
Q3 | $492K | Sell |
5,316
-9
| -0.2% | -$834 | 0.27% | 70 |
|
|
2024
Q2 | $447K | Buy |
+5,325
| New | +$447K | 0.35% | 68 |
|