Wealthspire Advisors (Maryland)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,288
| Closed | -$135K | – | 2000 |
|
|
2019
Q1 | $135K | Buy |
2,288
+7
| +0.3% | +$413 | 0.01% | 547 |
|
|
2018
Q4 | $120K | Buy |
2,281
+15
| +0.7% | +$789 | 0.01% | 547 |
|
|
2018
Q3 | $129K | Buy |
2,266
+8
| +0.4% | +$455 | 0.01% | 588 |
|
|
2018
Q2 | $120K | Hold |
2,258
| – | – | 0.01% | 630 |
|
|
2018
Q1 | $117K | Sell |
2,258
-2,896
| -56% | -$150K | 0.01% | 653 |
|
|
2017
Q4 | $272K | Buy |
5,154
+226
| +5% | +$11.9K | 0.03% | 396 |
|
|
2017
Q3 | $248K | Sell |
4,928
-289
| -6% | -$14.5K | 0.03% | 407 |
|
|
2017
Q2 | $255K | Buy |
+5,217
| New | +$255K | 0.03% | 381 |
|