Everhart Financial Group’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 | $738K | Sell |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $864K | Buy |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $687K | Sell |
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|
2021
Q4 | $759K | Buy |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $802K | Sell |
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|
2021
Q1 | $812K | Buy |
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|
2020
Q4 | $716K | Buy |
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