SAG
SageView Advisory Group’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 | $7.43M | Sell |
79,513
-1,685
| -2% | -$157K | 0.28% | 41 |
|
|
2025
Q1 | $7.6M | Sell |
81,198
-1,952
| -2% | -$183K | 0.32% | 36 |
|
|
2024
Q4 | $7.38M | Sell |
83,150
-4,897
| -6% | -$435K | 0.32% | 42 |
|
|
2024
Q3 | $8.04M | Sell |
88,047
-10,053
| -10% | -$918K | 0.41% | 33 |
|
|
2024
Q2 | $8.24M | Buy |
+98,100
| New | +$8.24M | 0.38% | 37 |
|
|
2024
Q1 | – | Sell |
-132,880
| Closed | -$10.7M | – | 859 |
|
|
2023
Q4 | $10.7M | Sell |
132,880
-140,027
| -51% | -$11.3M | 0.46% | 27 |
|
|
2023
Q3 | $19.8M | Sell |
272,907
-76,422
| -22% | -$5.53M | 1.13% | 13 |
|
|
2023
Q2 | $26M | Sell |
349,329
-71,390
| -17% | -$5.31M | 1.45% | 11 |
|
|
2023
Q1 | $30.6M | Sell |
420,719
-164,583
| -28% | -$12M | 1.95% | 10 |
|
|
2022
Q4 | $42.2M | Buy |
+585,302
| New | +$42.2M | 3.43% | 5 |
|