WFA
Wade Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-69,433
| Closed | -$4.43M | – | 70 |
|
|
2020
Q3 | $4.43M | Buy |
69,433
+4,988
| +8% | +$318K | 3.49% | 7 |
|
|
2020
Q2 | $3.91M | Buy |
64,445
+6,866
| +12% | +$416K | 3.38% | 7 |
|
|
2020
Q1 | $3.11M | Sell |
57,579
-111,514
| -66% | -$6.02M | 3.1% | 10 |
|
|
2019
Q4 | $11.1M | Buy |
+169,093
| New | +$11.1M | 9.8% | 2 |
|