EWM
Evercore 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 | $269K | Hold |
2,864
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $268K | Sell |
2,864
-91
| -3% | -$8.52K | ﹤0.01% | 349 |
|
|
2024
Q4 | $262K | Hold |
2,955
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $270K | Buy |
+2,955
| New | +$270K | ﹤0.01% | 360 |
|
|
2023
Q2 | – | Sell |
-2,891
| Closed | -$210K | – | 423 |
|
|
2023
Q1 | $210K | Buy |
+2,891
| New | +$210K | ﹤0.01% | 379 |
|
|
2022
Q1 | – | Sell |
-3,211
| Closed | -$260K | – | 445 |
|
|
2021
Q4 | $260K | Hold |
3,211
| – | – | ﹤0.01% | 384 |
|
|
2021
Q3 | $236K | Hold |
3,211
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $237K | Hold |
3,211
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $223K | Sell |
3,211
-806
| -20% | -$56K | ﹤0.01% | 409 |
|
|
2020
Q4 | $273K | Buy |
4,017
+806
| +25% | +$54.8K | 0.01% | 373 |
|
|
2020
Q3 | $204K | Buy |
+3,211
| New | +$204K | 0.01% | 364 |
|
|
2017
Q2 | – | Sell |
-1,028
| Closed | -$49K | – | 1037 |
|
|
2017
Q1 | $49K | Hold |
1,028
| – | – | ﹤0.01% | 602 |
|
|
2016
Q4 | $46K | Hold |
1,028
| – | – | ﹤0.01% | 623 |
|
|
2016
Q3 | $47K | Hold |
1,028
| – | – | ﹤0.01% | 612 |
|
|
2016
Q2 | $48K | Hold |
1,028
| – | – | ﹤0.01% | 590 |
|
|
2016
Q1 | $45K | Sell |
1,028
-2,400
| -70% | -$105K | ﹤0.01% | 588 |
|
|
2015
Q4 | $143K | Hold |
3,428
| – | – | 0.01% | 435 |
|
|
2015
Q3 | $136K | Buy |
+3,428
| New | +$136K | 0.01% | 445 |
|