Evergreen Capital 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
Q3 | $11.4M | Buy |
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2025
Q2 | $10.5M | Buy |
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2025
Q1 | $9.29M | Buy |
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|
2024
Q4 | $8.36M | Buy |
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|
2024
Q3 | $7.99M | Sell |
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|
2024
Q2 | $7.46M | Buy |
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|
2024
Q1 | $6.96M | Buy |
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|
2023
Q4 | $6.17M | Buy |
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|
2023
Q3 | $4.89M | Buy |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $2.48M | Hold |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $2.97M | Hold |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $2.79M | Hold |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | $2.57M | Buy |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $2.76M | Buy |
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|
2019
Q3 | $2.66M | Hold |
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|
2019
Q2 | $2.56M | Hold |
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|
2019
Q1 | $2.44M | Hold |
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|
2018
Q4 | $2.18M | Sell |
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|
2018
Q3 | $3.31M | Hold |
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|
2018
Q2 | $3.08M | Hold |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $3.05M | Buy |
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|
2017
Q3 | $2.77M | Buy |
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