Evermay 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 | $501K | Hold |
|
|||||
|
2025
Q1 | $500K | Sell |
|
|||||
|
2024
Q4 | $488K | Buy |
|
|||||
|
2024
Q3 | $487K | Hold |
|
|||||
|
2024
Q2 | $448K | Hold |
|
|||||
|
2024
Q1 | $446K | Sell |
|
|||||
|
2023
Q4 | $426K | Hold |
|
|||||
|
2023
Q3 | $396K | Hold |
|
|||||
|
2023
Q2 | $406K | Hold |
|
|||||
|
2023
Q1 | $397K | Sell |
|
|||||
|
2022
Q4 | $408K | Hold |
|
|||||
|
2022
Q3 | $374K | Sell |
|
|||||
|
2022
Q2 | $432K | Hold |
|
|||||
|
2022
Q1 | $477K | Buy |
|
|||||
|
2021
Q4 | $208K | Buy |
|
|||||
|
2021
Q3 | $188K | Hold |
|
|||||
|
2021
Q2 | $189K | Buy |
|