EverSource Wealth Advisors’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 | $67.9K | Sell |
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|
2025
Q1 | $68.1K | Sell |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $98.9K | Sell |
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|
2024
Q2 | $94.9K | Sell |
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|
2024
Q1 | $93.9K | Sell |
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|
2023
Q4 | $150K | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $162K | Buy |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $150K | Buy |
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