Evolution Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,624
| Closed | -$205K | – | 142 |
|
|
2023
Q4 | $205K | Buy |
+2,624
| New | +$205K | 0.04% | 119 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$22K | – | 609 |
|
|
2021
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 306 |
|
|
2021
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 295 |
|
|
2021
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 290 |
|
|
2020
Q4 | $20K | Hold |
300
| – | – | ﹤0.01% | 269 |
|
|
2020
Q3 | $19K | Hold |
300
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $18K | Sell |
300
-3,248
| -92% | -$195K | 0.01% | 217 |
|
|
2020
Q1 | $192K | Sell |
3,548
-5,230
| -60% | -$283K | 0.08% | 63 |
|
|
2019
Q4 | $576K | Buy |
+8,778
| New | +$576K | 0.14% | 44 |
|