Wealthfront Advisers’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 | $923K | Buy |
9,831
+3,128
| +47% | +$294K | ﹤0.01% | 694 |
|
|
2025
Q1 | $628K | Buy |
6,703
+635
| +10% | +$59.5K | ﹤0.01% | 748 |
|
|
2024
Q4 | $539K | Buy |
6,068
+976
| +19% | +$86.7K | ﹤0.01% | 768 |
|
|
2024
Q3 | $465K | Sell |
5,092
-371
| -7% | -$33.9K | ﹤0.01% | 775 |
|
|
2024
Q2 | $459K | Sell |
5,463
-456
| -8% | -$38.3K | ﹤0.01% | 753 |
|
|
2024
Q1 | $495K | Sell |
5,919
-876
| -13% | -$73.2K | ﹤0.01% | 734 |
|
|
2023
Q4 | $530K | Buy |
6,795
+949
| +16% | +$74.1K | ﹤0.01% | 705 |
|
|
2023
Q3 | $423K | Sell |
5,846
-562
| -9% | -$40.7K | ﹤0.01% | 721 |
|
|
2023
Q2 | $476K | Buy |
6,408
+352
| +6% | +$26.2K | ﹤0.01% | 690 |
|
|
2023
Q1 | $441K | Sell |
6,056
-349
| -5% | -$25.4K | ﹤0.01% | 689 |
|
|
2022
Q4 | $462K | Buy |
+6,405
| New | +$462K | ﹤0.01% | 648 |
|