Wealthspire Advisors (New York)’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 | $681K | Sell |
|
|||||
|
2025
Q1 | $852K | Buy |
|
|||||
|
2024
Q4 | $629K | Buy |
|
|||||
|
2024
Q3 | $552K | Buy |
|
|||||
|
2024
Q2 | $502K | Sell |
|
|||||
|
2024
Q1 | $508K | Sell |
|
|||||
|
2023
Q4 | $503K | Buy |
|
|||||
|
2023
Q3 | $394K | Buy |
|
|||||
|
2023
Q2 | $347K | Sell |
|
|||||
|
2023
Q1 | $342K | Sell |
|
|||||
|
2022
Q4 | $347K | Buy |
|
|||||
|
2022
Q3 | $303K | Buy |
|