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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $407M | Sell |
4,370,460
-2,607,282
| -37% | -$248M | 0.89% | 19 |
|
|
2025
Q4 | $660M | Buy |
6,977,742
+145,843
| +2% | +$13.7M | 0.89% | 17 |
|
|
2025
Q3 | $651M | Buy |
6,831,899
+156,234
| +2% | +$14.6M | 0.98% | 15 |
|
|
2025
Q2 | $629M | Buy |
6,675,665
+51,463
| +0.8% | +$4.74M | 1.04% | 14 |
|
|
2025
Q1 | $620M | Buy |
6,624,202
+3,352,591
| +102% | +$309M | 1.19% | 12 |
|
|
2024
Q4 | $290M | Buy |
3,271,611
+67,611
| +2% | +$6.2M | 0.56% | 31 |
|
|
2024
Q3 | $292M | Buy |
3,204,000
+1,957
| +0.1% | +$173K | 0.63% | 27 |
|
|
2024
Q2 | $269M | Buy |
3,202,043
+31,625
| +1% | +$2.61M | 0.64% | 26 |
|
|
2024
Q1 | $265M | Buy |
3,170,418
+755,493
| +31% | +$61M | 0.69% | 22 |
|
|
2023
Q4 | $188M | Sell |
2,414,925
-40,725
| -2% | -$3.04M | 0.55% | 30 |
|
|
2023
Q3 | $178M | Buy |
2,455,650
+2,193,948
| +838% | +$164M | 0.58% | 28 |
|
|
2023
Q2 | $19.5M | Sell |
261,702
-8,324
| -3% | -$608K | 0.21% | 56 |
|
|
2023
Q1 | $19.6M | Buy |
270,026
+23,565
| +10% | +$1.69M | 0.23% | 54 |
|
|
2022
Q4 | $17.8M | Buy |
246,461
+12,690
| +5% | +$903K | 0.23% | 61 |
|
|
2022
Q3 | $15.5M | Buy |
233,771
+39,573
| +20% | +$2.85M | 0.22% | 64 |
|
|
2022
Q2 | $13.9M | Buy |
194,198
+33,071
| +21% | +$2.42M | 0.19% | 67 |
|
|
2022
Q1 | $12.6M | Buy |
161,127
+17,295
| +12% | +$1.31M | 0.17% | 72 |
|
|
2021
Q4 | $10.9M | Buy |
143,832
+20,826
| +17% | +$1.61M | 0.16% | 68 |
|
|
2021
Q3 | $9.55M | Buy |
123,006
+16,007
| +15% | +$1.22M | 0.14% | 76 |
|
|
2021
Q2 | $8.04M | Buy |
106,999
+11,857
| +12% | +$857K | 0.13% | 80 |
|
|
2021
Q1 | $6.71M | Buy |
95,142
+15,284
| +19% | +$1.03M | 0.12% | 79 |
|
|
2020
Q4 | $5.37M | Buy |
79,858
+12,436
| +18% | +$819K | 0.12% | 72 |
|
|
2020
Q3 | $4.47M | Sell |
67,422
-3
| -0% | -$190 | 0.12% | 66 |
|
|
2020
Q2 | $4.29M | Sell |
67,425
-17,086
| -20% | -$1.01M | 0.12% | 64 |
|
|
2020
Q1 | $5.02M | Buy |
84,511
+34,222
| +68% | +$2.17M | 0.18% | 57 |
|
|
2019
Q4 | $3.3M | Buy |
50,289
+10,961
| +28% | +$704K | 0.12% | 75 |
|
|
2019
Q3 | $2.51M | Buy |
39,328
+22,151
| +129% | +$1.4M | 0.1% | 84 |
|
|
2019
Q2 | $1.09M | Buy |
17,177
+8,332
| +94% | +$500K | 0.05% | 150 |
|
|
2019
Q1 | $525K | Buy |
+8,845
| New | +$495K | 0.03% | 163 |
|
Other funds holding USMV
CCA
MRC
