EP 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
Q2 | $5.72M | Sell |
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|
2025
Q1 | $5.79M | Sell |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $7.01M | Buy |
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|
2024
Q2 | $5.72M | Sell |
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|
2024
Q1 | $5.77M | Buy |
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|
2023
Q4 | $5.38M | Sell |
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|
2023
Q3 | $5.22M | Buy |
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|
2023
Q2 | $6.27M | Sell |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $961K | Buy |
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|
2020
Q3 | $839K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $884K | Buy |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $962K | Buy |
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|
2019
Q2 | $922K | Sell |
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|
2019
Q1 | $933K | Hold |
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|
2018
Q4 | $831K | Sell |
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|
2018
Q3 | $922K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $367K | Buy |
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|
2017
Q1 | $336K | Sell |
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|
2016
Q4 | $344K | Hold |
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|
2016
Q3 | $346K | Buy |
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|
2016
Q2 | $324K | Buy |
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|
2016
Q1 | $288K | Buy |
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