Wealth Enhancement Advisory Services’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 | $629M | Buy |
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|
2025
Q1 | $620M | Buy |
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|
2024
Q4 | $290M | Buy |
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|
2024
Q3 | $292M | Buy |
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|
2024
Q2 | $269M | Buy |
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|
2024
Q1 | $265M | Buy |
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|
2023
Q4 | $188M | Sell |
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|
2023
Q3 | $178M | Buy |
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|
2023
Q2 | $19.5M | Sell |
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|
2023
Q1 | $19.6M | Buy |
|
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|
2022
Q4 | $17.8M | Buy |
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|
2022
Q3 | $15.5M | Buy |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $9.55M | Buy |
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|
2021
Q2 | $8.04M | Buy |
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|
2021
Q1 | $6.71M | Buy |
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|
2020
Q4 | $5.37M | Buy |
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|
2020
Q3 | $4.47M | Sell |
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|
2020
Q2 | $4.29M | Sell |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $2.51M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $525K | Buy |
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