EverSource Wealth Advisors’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 | $67.9K | Sell |
723
-4
| -0.6% | -$375 | ﹤0.01% | 1417 |
|
|
2025
Q1 | $68.1K | Sell |
727
-637
| -47% | -$59.6K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $121K | Buy |
1,364
+281
| +26% | +$25K | 0.01% | 848 |
|
|
2024
Q3 | $98.9K | Sell |
1,083
-8
| -0.7% | -$730 | 0.01% | 791 |
|
|
2024
Q2 | $94.9K | Sell |
1,091
-76
| -7% | -$6.61K | 0.01% | 820 |
|
|
2024
Q1 | $93.9K | Sell |
1,167
-755
| -39% | -$60.7K | 0.01% | 731 |
|
|
2023
Q4 | $150K | Sell |
1,922
-859
| -31% | -$67K | 0.01% | 509 |
|
|
2023
Q3 | $201K | Sell |
2,781
-1,059
| -28% | -$76.7K | 0.02% | 397 |
|
|
2023
Q2 | $285K | Sell |
3,840
-60
| -2% | -$4.46K | 0.03% | 320 |
|
|
2023
Q1 | $284K | Sell |
3,900
-40
| -1% | -$2.91K | 0.04% | 313 |
|
|
2022
Q4 | $284K | Buy |
3,940
+239
| +6% | +$17.2K | 0.04% | 291 |
|
|
2022
Q3 | $244K | Buy |
3,701
+1,379
| +59% | +$90.9K | 0.06% | 267 |
|
|
2022
Q2 | $162K | Buy |
2,322
+338
| +17% | +$23.6K | 0.04% | 287 |
|
|
2022
Q1 | $154K | Buy |
1,984
+137
| +7% | +$10.6K | 0.04% | 280 |
|
|
2021
Q4 | $150K | Buy |
+1,847
| New | +$150K | 0.04% | 264 |
|