Envestnet Portfolio Solutions’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 | $26.2M | Buy |
278,750
+13,912
| +5% | +$1.31M | 0.1% | 110 |
|
|
2025
Q1 | $24.8M | Buy |
264,838
+51,535
| +24% | +$4.83M | 0.09% | 108 |
|
|
2024
Q4 | $18.9M | Sell |
213,303
-46,657
| -18% | -$4.14M | 0.06% | 144 |
|
|
2024
Q3 | $23.7M | Buy |
259,960
+19,413
| +8% | +$1.77M | 0.08% | 125 |
|
|
2024
Q2 | $20.2M | Sell |
240,547
-114,542
| -32% | -$9.62M | 0.07% | 134 |
|
|
2024
Q1 | $29.7M | Sell |
355,089
-529,140
| -60% | -$44.2M | 0.11% | 97 |
|
|
2023
Q4 | $69M | Sell |
884,229
-2,527,803
| -74% | -$197M | 0.29% | 52 |
|
|
2023
Q3 | $247M | Buy |
+3,412,032
| New | +$247M | 1.17% | 19 |
|