AWS
Aris Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $879K | Buy |
22,196
+3,175
| +17% | +$126K | 1.84% | 17 |
|
|
2015
Q2 | $767K | Buy |
19,021
+163
| +0.9% | +$6.57K | 0.7% | 51 |
|
|
2015
Q1 | $778K | Buy |
18,858
+1,541
| +9% | +$63.6K | 0.73% | 45 |
|
|
2014
Q4 | $701K | Buy |
17,317
+2,494
| +17% | +$101K | 0.78% | 45 |
|
|
2014
Q3 | $559K | Buy |
14,823
+4,052
| +38% | +$153K | 0.69% | 55 |
|
|
2014
Q2 | $401K | Buy |
10,771
+1,895
| +21% | +$70.6K | 0.52% | 75 |
|
|
2014
Q1 | $320K | Buy |
8,876
+1,405
| +19% | +$50.7K | 0.47% | 75 |
|
|
2013
Q4 | $265K | Buy |
+7,471
| New | +$265K | 0.45% | 74 |
|