EWM
Evermay 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 | $501K | Hold |
5,334
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $500K | Sell |
5,334
-166
| -3% | -$15.5K | 0.07% | 123 |
|
|
2024
Q4 | $488K | Buy |
5,500
+166
| +3% | +$14.7K | 0.07% | 126 |
|
|
2024
Q3 | $487K | Hold |
5,334
| – | – | 0.08% | 126 |
|
|
2024
Q2 | $448K | Hold |
5,334
| – | – | 0.07% | 132 |
|
|
2024
Q1 | $446K | Sell |
5,334
-125
| -2% | -$10.4K | 0.07% | 137 |
|
|
2023
Q4 | $426K | Hold |
5,459
| – | – | 0.08% | 117 |
|
|
2023
Q3 | $396K | Hold |
5,459
| – | – | 0.08% | 113 |
|
|
2023
Q2 | $406K | Hold |
5,459
| – | – | 0.08% | 117 |
|
|
2023
Q1 | $397K | Sell |
5,459
-195
| -3% | -$14.2K | 0.08% | 114 |
|
|
2022
Q4 | $408K | Hold |
5,654
| – | – | 0.08% | 110 |
|
|
2022
Q3 | $374K | Sell |
5,654
-492
| -8% | -$32.5K | 0.07% | 114 |
|
|
2022
Q2 | $432K | Hold |
6,146
| – | – | 0.08% | 99 |
|
|
2022
Q1 | $477K | Buy |
6,146
+3,571
| +139% | +$277K | 0.08% | 115 |
|
|
2021
Q4 | $208K | Buy |
2,575
+14
| +0.5% | +$1.13K | 0.04% | 167 |
|
|
2021
Q3 | $188K | Hold |
2,561
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $189K | Buy |
+2,561
| New | +$189K | 0.04% | 180 |
|