Evercore Wealth Management’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 | $269K | Hold |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $270K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $49K | Hold |
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|
2016
Q4 | $46K | Hold |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $48K | Hold |
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|
2016
Q1 | $45K | Sell |
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|
2015
Q4 | $143K | Hold |
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|
2015
Q3 | $136K | Buy |
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