Laird Norton Wetherby 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
2016
Q4
Sell
-4,700
Closed -$214K 546
2016
Q3
$214K Sell
4,700
-3,500
-43% -$159K 0.04% 477
2016
Q2
$379K Buy
8,200
+400
+5% +$18.5K 0.08% 297
2016
Q1
$343K Buy
+7,800
New +$343K 0.08% 295